HoneyBook + Trello
Create Trello cards for new HoneyBook inquiries
Stay organized and expedite your responses by overseeing every inquiry that arrives in HoneyBook. With this workflow, each new inquiry in HoneyBook immediately initiates the creation of a Trello card. Thus, it ensures you have an orderly, instant visual representation of your tasks, helping you manage your business inquiries with efficiency and ease.
Stay organized and expedite your responses by overseeing every inquiry that arrives in HoneyBook. With this workflow, each new inquiry in HoneyBook immediately initiates the creation of a Trello card. Thus, it ensures you have an orderly, instant visual representation of your tasks, helping you manage your business inquiries with efficiency and ease.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
