Create tasks in Asana for every new client created in HoneyBook
When a new client is added in HoneyBook, this workflow ensures the corresponding task is promptly created in a selected Asana project section. This seamless process helps to maintain organization and efficiency, making sure every new client is properly accounted for in your project management. Stay on top of your client list without missing a beat with this intuitive automation.
When a new client is added in HoneyBook, this workflow ensures the corresponding task is promptly created in a selected Asana project section. This seamless process helps to maintain organization and efficiency, making sure every new client is properly accounted for in your project management. Stay on top of your client list without missing a beat with this intuitive automation.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Task to Section of Project
Adds a Task to a Section of a Project.
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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