HoneyBook + Trello
Transfer new HoneyBook inquiries to Trello by moving cards to list
Manage your tasks effectively with this workflow. Whenever there's a new inquiry in your HoneyBook, it will be immediately moved to a list in your Trello. This ensures you stay on top of all inquiries and never miss out on potential client interactions.
Manage your tasks effectively with this workflow. Whenever there's a new inquiry in your HoneyBook, it will be immediately moved to a list in your Trello. This ensures you stay on top of all inquiries and never miss out on potential client interactions.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Move Card to List
Moves a specific card to a list on a specific board.
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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
