HoneyBook + monday.com
Update monday.com when project stages change in HoneyBook
Keep your projects coordinated and your team updated efficiently with this workflow. When a project stage is updated in HoneyBook, it simultaneously creates an update in monday.com. This ensures streamlined communication and helps everyone stay on top of project progress. Great for businesses aiming for seamless project management.
Keep your projects coordinated and your team updated efficiently with this workflow. When a project stage is updated in HoneyBook, it simultaneously creates an update in monday.com. This ensures streamlined communication and helps everyone stay on top of project progress. Great for businesses aiming for seamless project management.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Update
Create a new update.
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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
