HoneyBook + Trello
Create new Trello boards when clients are created in HoneyBook
Manage your new HoneyBook clients more efficiently with this automation. When you add a new client in HoneyBook, it will automatically initialize a corresponding board in Trello for project management. This lets you effortlessly track tasks, deadlines, and milestones for each new client right from Trello, streamlining your client onboarding and project tracking processes.
Manage your new HoneyBook clients more efficiently with this automation. When you add a new client in HoneyBook, it will automatically initialize a corresponding board in Trello for project management. This lets you effortlessly track tasks, deadlines, and milestones for each new client right from Trello, streamlining your client onboarding and project tracking processes.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Board
Triggers when a new board is added.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
