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.
Categories
When this trigger fires in HoneyBook
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Then this action happens in Trello
Adds a new card on a specific board and list.
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
First, we need to connect HoneyBook and Trello to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HoneyBook to Zapier.
Give Zapier access to your HoneyBook account, using HoneyBook credentials.
Connect Trello to Zapier.
Give Zapier access to your Trello account, using Trello credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Card (Adds a new card on a specific board and list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HoneyBook and Trello.
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!
Triggers when a new card is added.
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).
Triggers when there is activity in Trello.
Triggers when a label is added in a Trello card.
Triggers when a new card is added.
Triggers when you get a new notification in Trello.
Create a new project in HoneyBook
Create a new client in HoneyBook
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.
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.
Triggers when a new inquiry is created.
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Manage your small business or freelance work efficiently with HoneyBook's all-in-one platform for client management, project management, invoicing, and payments.
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.
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