HoneyBook + Todoist
Generate tasks in Todoist when new clients are created in HoneyBook
Stay on top of your new clients by ensuring all related tasks are organized instantly. With this workflow, as soon as you add a new client in HoneyBook, a corresponding task is created in Todoist. It's an easy way to maintain your client-related to-dos without shifting between apps manually, allowing you to focus more on client relationships and less on administrative tasks.
Stay on top of your new clients by ensuring all related tasks are organized instantly. With this workflow, as soon as you add a new client in HoneyBook, a corresponding task is created in Todoist. It's an easy way to maintain your client-related to-dos without shifting between apps manually, allowing you to focus more on client relationships and less on administrative tasks.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Creates a new task.
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Client Created
Triggers when a new client is created in HoneyBook.
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
