Asana + HoneyBook
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Automate your project management with this workflow. When a new client is created in HoneyBook, it instantly initiates the creation of a project within Asana. This setup ensures that every new client sees immediate action, keeping your business moving forward efficiently. Not only it simplifies administrative tasks, but also keeps your team on track with upcoming projects.
Automate your project management with this workflow. When a new client is created in HoneyBook, it instantly initiates the creation of a project within Asana. This setup ensures that every new client sees immediate action, keeping your business moving forward efficiently. Not only it simplifies administrative tasks, but also keeps your team on track with upcoming projects.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Project
Triggered when you add a new project.
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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
