Asana + HoneyBook
Create Asana projects from templates for new HoneyBook clients
Easily streamline your workflow between HoneyBook and Asana with this integration. Whenever a new client is added in HoneyBook, it activates the workflow to create a fresh project from a template in Asana. This ensures consistency and helps you manage your client projects seamlessly, saving time and minimizing errors.
Easily streamline your workflow between HoneyBook and Asana with this integration. Whenever a new client is added in HoneyBook, it activates the workflow to create a fresh project from a template in Asana. This ensures consistency and helps you manage your client projects seamlessly, saving time and minimizing errors.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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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
