HoneyBook + Trello
Create Trello cards from new HoneyBook inquiries
Stay organized and responsive to potential clients with this workflow. When a new inquiry comes in through HoneyBook, a Trello card is effortlessly created, making it easy to track and manage leads in one central location. Improve your response time, streamline your client management process, and boost your business by automating this crucial step.
Stay organized and responsive to potential clients with this workflow. When a new inquiry comes in through HoneyBook, a Trello card is effortlessly created, making it easy to track and manage leads in one central location. Improve your response time, streamline your client management process, and boost your business by automating this crucial step.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!
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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
