You can connect your Asana account to HoneyBook to automate actions between the two platforms. This integration (via Zapier) links the accounts, so when a trigger in one account happens, an action is taken in the other (known as a Zap).

To use Zapier, you must first gather your Zapier API Key from your HoneyBook account. This unique key points out your HoneyBook account to Zapier so it knows which account the automations should happen in.

1. Select your profile icon → select Company Settings.

2. In the left navigation bar, select Integrations.

3. Find the Zapier integration card → select Copy API Key.

Paste this key somewhere safe, and delete it from that safe spot after you’ve completed your integration. Do not share this API key with anyone, as it is unique to your account.

While the goal is to automate actions between your HoneyBook and Asana accounts, you’ll primarily be setting up the integration in Zapier.

1. Select your profile icon → select Company Settings.

2. In the left navigation bar, select Integrations.

3. Find the Asana integration card → select Connect.

4. Select Start​​.

You’ll be sent to Asana’s website, where you can create custom Zaps between HoneyBook and Asana as well as try out a popular Zap.

Now that you’re on Zapier’s site, you can create a custom Zap between HoneyBook and Asana as well as try out a popular Zap. If you want to create a completely custom Zap and want to learn more, check out Zapier’s help center on Zaps.

If you want to try out a popular Zap, the process below will walk you through one.

In this Zap, Asana tasks will be created whenever you move a HoneyBook project to a new stage.

1. On the HoneyBook + Asana integration page, select Try it.

2. Select the HoneyBook trigger → select Sign in in the setup menu.

3. A new window will open up asking for your Zapier API key. Paste the key you retrieved earlier → select Yes, Continue to HoneyBook.

4. Return back to your Zapier page. Check that your HoneyBook account now appears in the setup menu. If it’s correct, select Continue.

5. In the setup menu, select Test trigger. When you do, Zapier will attempt to retrieve a project’s info.

6. If Zapier was successful, the details of a project in your HoneyBook account should appear. Select Continue with selected record.

a. This will be the project used to set up the rest of the Zap (though all projects should have the automation once setup is complete).

Once you’ve chosen the project that’ll be used to set up this Zap, you’ll then need to connect your Asana account and set up the task creation automation. Continue on to the next section when Zapier shows a green checkmark next to the HoneyBook logo and the setup menu asks you to sign into Asana.

With the trigger in HoneyBook set up to fire when a project’s stage changes, you’ll now work in Zapier and Asana to create tasks based on the HoneyBook project’s stage status.

1. Select the Asana Zap block → select Sign in.

2. A new window will open up and ask you to sign into Asana. Once you’re signed in, select Continue.

a. If you’re already signed into Asana on another tab, you may be automatically signed in once you select Sign in.

3. Fill out the Zap’s action details. What action details you set will be the ones used whenever the HoneyBook trigger fires (which you set up earlier). In this case, whenever a HoneyBook project changes stages, a task will be created with the details you set here. Here are the different fields you can fill out:

4. Once you’ve settled on your task details, select Continue at the bottom of the Action section in the setup menu.

5. You’ll be moved to the Test section in the setup menu. Review your task choices, then select Test action.

If the test was successful, Zapier will tell you that a task was sent to Asana.

You should also confirm in your Asana workspace that the task was created.

6. Once you’ve confirmed that the test was successful, select Publish back in Zapier.

And you’re done! Now whenever you shift any projects in HoneyBook to a new stage, a task will be created in your Asana workspace with the task details you set.

There are many other triggers you can use and actions you can automate on both platforms. All you need to do is create a new Zap, select the trigger event you want Zapier to look for and the action you want Zapier to automatically do, and set the action details (similarly to what you did earlier).

If you ever need to update this integration, come back to the Zap you want to edit and select the Edit icons next to either HoneyBook or Asana (depending on what you need to edit).