HoneyBook + Trello
Copy boards in Trello for new payments paid in HoneyBook
Manage your income efficiently with this streamlined workflow. Once a new payment is recorded in HoneyBook, a corresponding board is instantly crafted in Trello, ensuring all financial transactions are at your fingertips. This aids in improving organization and eliminating manual data inputs, making your payment tracking process more seamless and efficient.
Manage your income efficiently with this streamlined workflow. Once a new payment is recorded in HoneyBook, a corresponding board is instantly crafted in Trello, ensuring all financial transactions are at your fingertips. This aids in improving organization and eliminating manual data inputs, making your payment tracking process more seamless and efficient.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Copy Board
Creates a copy of an existing 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
