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.
Categories
Diagram
How it works?
When this trigger fires in 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
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 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
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
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
Test and Publish
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!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard 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).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
Create project
Create a new project in HoneyBook
actionbyzapierCreate client
Create a new client in HoneyBook
actionbyzapierApi 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.
actionbyzapierApp 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.
actionbyzapierNew inquiry
Triggers when a new inquiry is created.
triggerbyzapierNew project booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
triggerbyzapier
Apps you need
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.
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.
