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This is kind of a feature request more than a question. I know tags are relatively new, but being able to trigger a workflow for a project type PLUS a tag would be a huge help for me.

I have a specific workflow for clients that come from a planner I work with. I had previously used a separate project type for it, but I hate seeing that project type in the drop down list in my contact form. I was hoping I could use the tags as a workaround, but it seems like that’s not available at the moment. 

Any suggestions for triggering two different workflows for the same Project Type (Elopements) while making sure that my regular elopements aren’t getting the correspondence for the planner elopements and vice versa? 

The other fix would be allowing the Project Type dropdown in the contact form to be customized, which would give us internal project types for organization and automations without those types showing up for the client. 

Hi Kate!

I think you’re right this is more of a feature request, which you can post in the “Ideas” tab. Or I do see a similar feature request you could just upvote instead:

Our team does look at the most popular feature requests, with the most votes, when deciding what improvements to prioritize!

For suggestions in the meantime... if your trigger is lead/contact form submitted or session scheduled, you could make separate forms or scheduler links specifically for this planner’s elopments. So the separation of your workflows would come from there instead of by project type.

If you’re using a different trigger, your best bet is probably to set one of your 2 workflows to start with a manual trigger (I’d pick whichever project type is less common). So there might be a slightly delay in kickstarting those automations, since you’ll need to manually start them in the project workspace, but once you click “start” it’ll run just like the other one. You can learn more about manual triggers for automations here: https://help.honeybook.com/en/articles/10229283-how-to-manually-trigger-an-automation-in-a-project.

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