HoneyBook + Trello
Create Trello cards for new HoneyBook clients
Meet your new clients swiftly and cohesively with this seamless workflow between HoneyBook and Trello. When you add a new client in HoneyBook, a corresponding card will be instantly created in Trello. This automation will ensure you're always on top of your client management, saving you time and enabling a swift response for every new client.
Meet your new clients swiftly and cohesively with this seamless workflow between HoneyBook and Trello. When you add a new client in HoneyBook, a corresponding card will be instantly created in Trello. This automation will ensure you're always on top of your client management, saving you time and enabling a swift response for every new client.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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
