You can connect your monday.com account to HoneyBook to automate actions between the two platforms. This two-way 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 monday.com 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 monday.com integration card → select Connect.

4. Select Start​​.

You’ll be sent to monday.com’s website, where you can create custom Zaps between HoneyBook and monday.com 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 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 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, monday.com items will be created whenever you get a new inquiry in HoneyBook.

1. On the HoneyBook + monday.com 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 an inquiry’s info.

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

a. 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).

7. Back in Zapier, select Publish in the Zap setup menu.

Once you’ve chosen the inquiry that’ll be used to set up this Zap, you’ll then need to connect your monday.com account and set up the item 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 monday.com.

With the trigger in HoneyBook set up to fire when you receive an inquiry, you’ll 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. A new window will open up and ask you for your monday.com API v2 Token. To learn where to retrieve that token in your monday.com account, read this monday.com help article.

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:

4. Once you’ve settled on your item 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 item choices, then select Test action.

If the test was successful, Zapier will tell you that an item was sent to monday.com.

You should also confirm in your monday.com 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 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 (similarly to what you did earlier).

If you ever need to update this integration, come back to Zapier and select the Edit icons next to either HoneyBook or monday.com.