Akiflow + HoneyBook
Create tasks in Akiflow for new projects booked in HoneyBook
When you book a new project in HoneyBook, this workflow sets up a corresponding task in Akiflow, ensuring you're always organized and ready to tackle your projects systematically. This automation streamlines your management process, allowing you to concentrate on your project execution without missing a beat. It's an essential workflow for managing your task list efficiently directly from your project bookings.
When you book a new project in HoneyBook, this workflow sets up a corresponding task in Akiflow, ensuring you're always organized and ready to tackle your projects systematically. This automation streamlines your management process, allowing you to concentrate on your project execution without missing a beat. It's an essential workflow for managing your task list efficiently directly from your project bookings.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Task
Create a task in Akiflow
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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
TitleRequired
Status
Date
Datetime
Duration
Priority
Daily Goal
Due Date
Description
Project
Link
Unique Identifier (advanced)
List (Deprecated, use the "Label" field)
