HoneyBook + monday.com
Create new groups in monday.com for new projects booked in HoneyBook
Streamline your project management process with this HoneyBook to Monday.com workflow. When you book a new project in HoneyBook, it will create a new group in your Monday.com board. This automation helps you keep your project information organized and easily accessible, saving valuable time and enhancing productivity. Perfect for small businesses, project managers, and team leaders.
Streamline your project management process with this HoneyBook to Monday.com workflow. When you book a new project in HoneyBook, it will create a new group in your Monday.com board. This automation helps you keep your project information organized and easily accessible, saving valuable time and enhancing productivity. Perfect for small businesses, project managers, and team leaders.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Group
Creates a new group in a 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
