HoneyBook + monday.com
Create new monday.com boards for booked HoneyBook projects
Effortlessly manage your workflow by connecting HoneyBook and monday.com. This automation creates a new board in monday.com whenever a project is booked in HoneyBook. Stay organized and keep track of all your projects in one place, without any manual work.
Effortlessly manage your workflow by connecting HoneyBook and monday.com. This automation creates a new board in monday.com whenever a project is booked in HoneyBook. Stay organized and keep track of all your projects in one place, without any manual work.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Board
Creates a new board
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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
