Asana + HoneyBook
Create tasks in Asana for new payments paid in HoneyBook
Stay organized and on top of your tasks effortlessly with this automation solution. When a new payment is processed in HoneyBook, it will instantly create a corresponding task in Asana. This workflow ensures that you never miss a payment update and seamlessly transfer the data to your task manager for efficient tracking and follow-up. Save time, enhance productivity and streamline your financial operations with this easy-to-use process.
Stay organized and on top of your tasks effortlessly with this automation solution. When a new payment is processed in HoneyBook, it will instantly create a corresponding task in Asana. This workflow ensures that you never miss a payment update and seamlessly transfer the data to your task manager for efficient tracking and follow-up. Save time, enhance productivity and streamline your financial operations with this easy-to-use process.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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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
