HoneyBook
Trello
zapier

An automated workflow using zapier

Connects HoneyBook + Trello

Create Trello cards for new projects booked in HoneyBook

About this workflow template

This automation scenario allows you to connect HoneyBook and Trello

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Create Trello cards for new projects booked in HoneyBook
Workflow diagram: HoneyBook + Trello integration

How it works?

When this trigger fires in HoneyBook

HoneyBook

New Project Booked in HoneyBook

Triggers when a project is booked (an agreement/proposal signed or retainer paid).

Then this action happens in Trello

Trello

Create Card in Trello

Adds a new card on a specific board and list.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Trello cards for new projects booked in HoneyBook.

Part I

Configure Applications

First, we need to connect HoneyBook and Trello to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HoneyBook to Zapier.

    Connect HoneyBook to Zapier.

    Give Zapier access to your HoneyBook account, using HoneyBook credentials.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier access to your Trello account, using Trello credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HoneyBook

    Set up a Trigger action for HoneyBook

    Choose the following trigger: New Project Booked (Triggers when a project is booked (an agreement/proposal signed or retainer paid).).

  • Then set up an Action for Trello

    Then set up an Action for Trello

    Choose this action: Create Card (Adds a new card on a specific board and list.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HoneyBook and Trello.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Trello cards for new projects booked in HoneyBook!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

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    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card moved to list

    Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

    integromat
    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

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    triggerbyzapierautomateiopipedream
  • HoneyBook

    Create project

    Create a new project in HoneyBook

    zapier
    actionbyzapier
  • HoneyBook

    Create client

    Create a new client in HoneyBook

    zapier
    actionbyzapier
  • HoneyBook

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.

    zapier
    actionbyzapier
  • HoneyBook

    App extensions (beta)

    Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Zap's setup. App Extensions (Beta) can be reused across multiple zaps and are managed centrally through the App Extensions (Beta) builder.

    zapier
    actionbyzapier
  • HoneyBook

    New inquiry

    Triggers when a new inquiry is created.

    zapier
    triggerbyzapier
  • HoneyBook

    New project booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    zapier
    triggerbyzapier

Apps you need

HoneyBook

HoneyBook

CRM

A business management SaaS designed for small business

Manage your small business or freelance work efficiently with HoneyBook's all-in-one platform for client management, project management, invoicing, and payments.

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.