HoneyBook + monday.com
Create new monday.com boards when new clients are created in HoneyBook
Streamline your client management with this efficient workflow. When a client is created in your HoneyBook app, a corresponding board swiftly springs up in your monday.com app. This keeps your project management up-to-date and dispatches relevant information instantly. It helps reduce manual data entry, enabling smooth client onboarding and project coordination.
Streamline your client management with this efficient workflow. When a client is created in your HoneyBook app, a corresponding board swiftly springs up in your monday.com app. This keeps your project management up-to-date and dispatches relevant information instantly. It helps reduce manual data entry, enabling smooth client onboarding and project coordination.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 14 day trial for premium features & apps
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
