You can connect your monday.com account to HoneyBook to automate actions between the two platforms. This two-way integration (using Zapier) links the accounts, so when a trigger in one account happens, an action is taken in the other (known as a Zap).
Connecting your HoneyBook account to monday.com can provide you with another place to manage your projects if you aren't ready to move over to HoneyBook's project management system.
đŁ Note
This integration is available for HoneyBook Essential and Premium plan members. Learn more about the features included in each plan.
Retrieve your Zapier API Key in HoneyBook
To use Zapier, first get 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.
From the top navigation menu, select Tools > select Integrations
Find the Zapier integration card > select Copy API Key
Paste this key somewhere safe, and delete it from that safe spot after youâve completed your integration. Do not share this API key with anyone, as it is unique to your account.
Set up your monday.com integration
While the goal is to automate actions between your HoneyBook and monday.com accounts, youâll primarily be setting up the integration in Zapier.
Start your integration in HoneyBook
From the top navigation menu, select your profile picture > select Company Settings
Select the Integrations tab
Find the monday.com integration card > select Connect
Select Start
While the goal is to automate actions between your HoneyBook and monday.com accounts, youâll primarily be setting up the integration in Zapier.
Finish your integration in Zapier
Once you're on Zapierâs site, you can create a custom Zap between HoneyBook and monday.com as well as try out a popular Zap. If you want to create a completely custom Zap and want to learn more, check out Zapierâs help center on Zaps.
If you want to try out a popular Zap instead, the process below will walk you through one.
đ Tip
If you ever need to update this integration, come back to Zapier and select the Edit icons next to either HoneyBook or monday.com.
Connect a popular monday.com Zap
In this Zap, monday.com items will be created whenever you get a new inquiry in HoneyBook.
Connect your Zapier and HoneyBook accounts
On the HoneyBook + monday.com integration page, select Try it.
Select the HoneyBook trigger > select Sign in in the setup menu
Paste the Zapier API key you retrieved earlier into the new window > select Yes, Continue to HoneyBook
Back in Zapier, check that your HoneyBook account appears in the setup menu > select Continue
In the setup menu, select Test trigger
When you do, Zapier will try to retrieve a project's info
If Zapier was successful, the details of a project in your HoneyBook account should appear
Select Continue with selected record
This will be the inquiry used to set up the rest of the Zap (though all inquiries should have the automation once setup is complete)
Once youâve chosen the project thatâll be used to set up this Zap, youâll then need to connect your monday.com account and set up the item creation
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 monday.com.
Connect monday.com and finish the Zap
With the trigger in HoneyBook set up to fire when you receive an inquiry, youâll now work in Zapier and monday.com to create items based on the HoneyBook inquiry.
1. Select the monday.com Zap block > select Sign in
2. Enter your monday.com API v2 Token (learn how to retrieve your monday.com API v2 Token)
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 inquiry is received, an item will be created with the details you set here. Here are the different fields you can fill out:
monday.com Item Fields | Description |
Board ID (required) | The specific board the item will appear on. |
Group ID | Which board group this item will appear with. |
Item Name (required) | The itemâs name. You can use data tokens from the HoneyBook inquiry to automatically fill in parts of the name. |
Subitem Name | If the item needs to have any subitems, enter the subitemsâ names. You can use data tokens from the HoneyBook inquiry to automatically fill in parts of the name. |
Owner | Who in your monday.com board will be assigned the new item. |
Due Date | When this item must be completed by. You can also use relative due dates (e.g., ânext Mondayâ instead of a specific date). |
Status | What status this item should start in. |
4. Once you've settled on your item details, select Continue at the bottom of the Action section in the setup menu
5. Review your item choices > select Test action
a. If the test was successful, Zapier will tell you that an item was sent to monday.com
b. You should also confirm in your monday.com workspace that the task was created
6. Once youâve confirmed that the test was successful, select Publish back in Zapier
Now whenever you get a new inquiry in HoneyBook, an item will be created in your monday.com workspace with the item 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.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!