HoneyBook + Trello
Create cards in Trello for new payments paid in HoneyBook
Keep track of your HoneyBook payments straight from your Trello board. With this integration, each time a new payment is made in HoneyBook, a card is created in Trello. This helps you maintain a clear overview of your financial transactions without having to switch between apps. Streamline your financial workflow and ensure all payments are documented with this smart automation.
Keep track of your HoneyBook payments straight from your Trello board. With this integration, each time a new payment is made in HoneyBook, a card is created in Trello. This helps you maintain a clear overview of your financial transactions without having to switch between apps. Streamline your financial workflow and ensure all payments are documented with this smart automation.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
