HoneyBook + Trello
Create lists in Trello for each new project booked in HoneyBook
Manage your new HoneyBook projects more efficiently with this workflow. When a New Project is booked within HoneyBook, a corresponding list will be created in Trello, making it easier to track and organize your work. No more manual input necessary - this solution will save you time and streamline your project management tasks.
Manage your new HoneyBook projects more efficiently with this workflow. When a New Project is booked within HoneyBook, a corresponding list will be created in Trello, making it easier to track and organize your work. No more manual input necessary - this solution will save you time and streamline your project management tasks.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create List
Triggers when a new list on a board 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
