HoneyBook + MeisterTask
Create tasks in MeisterTask for new projects booked in HoneyBook
Stay organized and manage your projects more efficiently by connecting HoneyBook and MeisterTask. This workflow begins when a new project is booked in HoneyBook, initiating the creation of a task in MeisterTask as a result. This ensures you never miss an important task. Streamline your project management process with this seamless integration.
Stay organized and manage your projects more efficiently by connecting HoneyBook and MeisterTask. This workflow begins when a new project is booked in HoneyBook, initiating the creation of a task in MeisterTask as a result. This ensures you never miss an important task. Streamline your project management process with this seamless integration.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Task
Creates a new task.
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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
New Inquiry
Triggers when a new inquiry is created.
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
New Attachment
Triggers when an attachment is created.
Try It
