HoneyBook + monday.com
Update multiple columns in monday.com when new projects are booked in HoneyBook
Effortlessly manage your projects with this seamless workflow between HoneyBook and monday.com. When a new project is booked in HoneyBook, this automation will update multiple column values in monday.com, ensuring your project details are consistently up-to-date. Save time and increase accuracy by streamlining your project management process with this efficient and organized solution.
Effortlessly manage your projects with this seamless workflow between HoneyBook and monday.com. When a new project is booked in HoneyBook, this automation will update multiple column values in monday.com, ensuring your project details are consistently up-to-date. Save time and increase accuracy by streamlining your project management process with this efficient and organized solution.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Update Item
Change multiple column values of an item
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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
