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Honeybook + Completed projects

  • 8 April 2021
  • 3 replies
  • 41 views

Userlevel 1

Hello, I would like zapier to trigger an action when a project in honeybook is moved to completed. There is an option to trigger when a project stage is moved just not specifically moved to completed. Has anyone found a way to do this manually, without a multi step zap which only pro accounts can do?

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Best answer by XRay Tech 8 April 2021, 18:12

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3 replies

Badge +4

Hi @Travisbiz,

One way of doing this would be to setup a filter step right after the trigger for a project stage changed. In the filter you could compare the project/stage value that it got moved to, to the value that you want (project/stage = Completed. 

 

 

Userlevel 1

Thanks @XRayTech that’s the way I tried it first and it appears that the use of a filter turns it into a “multi step” zap which is only available with Pro accounts 

Userlevel 7
Badge +14

@Travisbiz 

If you need to upgrade to a Zapier paid plan to unlock features/capabilities, then  try to automate other workflows to get the most value out of your paid plan.