Asana + HoneyBook
Create tasks in Asana for new inquiries in HoneyBook
Stay organized and efficient with this workflow. Whenever a new inquiry is received in HoneyBook, a task gets created in Asana. It's a convenient way to ensure every inquiry garners a proactive response, without you having to manually manage your Asana tasks. Focus on addressing your client needs while this workflow keeps your task-list up-to-date.
Stay organized and efficient with this workflow. Whenever a new inquiry is received in HoneyBook, a task gets created in Asana. It's a convenient way to ensure every inquiry garners a proactive response, without you having to manually manage your Asana tasks. Focus on addressing your client needs while this workflow keeps your task-list up-to-date.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- 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
