HoneyBook + Trello
Create Trello cards for updated HoneyBook project stages
Stay organized and streamline your workflow with this efficient set-up. Whenever there is a change in project stage within HoneyBook, a new card will be instantly created in Trello. This automation ensures that project updates are reflected promptly in your Trello boards, allowing you to stay updated and track progress efficiently. Save time, reduce manual data entry and enhance productivity with this seamless integration.
Stay organized and streamline your workflow with this efficient set-up. Whenever there is a change in project stage within HoneyBook, a new card will be instantly created in Trello. This automation ensures that project updates are reflected promptly in your Trello boards, allowing you to stay updated and track progress efficiently. Save time, reduce manual data entry and enhance productivity with this seamless integration.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Card
Triggers when a new card is added.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
New Board
Triggers when a new board is added.
Try It
