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Set up your first integration
Quickly connect HoneyBook to Wave with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HoneyBook with Wave - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Created" from HoneyBook.
Add your action
An action happens after the trigger—such as "Create Customer" in Wave.
You’re connected!
Zapier seamlessly connects HoneyBook and Wave, automating your workflow.
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Frequently Asked Questions about HoneyBook + Wave integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and Wave
How do I set up an integration between HoneyBook and Wave?
Setting up an integration between HoneyBook and Wave can be easily accomplished through our platform. You'll start by selecting HoneyBook as your trigger app and then choose a trigger, such as 'New Project Booked'. Then, connect your Wave account as the action app, selecting 'Create Customer' or 'Create Invoice' as the corresponding action.
Can I automate transferring contact information from HoneyBook to Wave?
Yes, you can automate the transfer of contact information. By setting the trigger in HoneyBook to 'New Contact', you can have it automatically add that person's details into Wave by using the 'Create Customer' action.
What types of data can be transferred from HoneyBook to Wave?
With our integration, you can transfer data such as project details, client contact information, and invoice data. You will use triggers like 'Project Completed' in HoneyBook and actions like 'Create Invoice' in Wave.
Is it possible to sync invoices between HoneyBook and Wave?
Yes, syncing invoices is possible. Use a trigger such as 'Invoice Sent' in HoneyBook and connect it with the 'Create Invoice' action in Wave. This allows seamless invoice management between both platforms.
How often does the integration sync data between HoneyBook and Wave?
The frequency of synchronization largely depends on how you've set up your triggers. Our integrations typically operate in near real-time based on events occurring within your apps, ensuring that actions are triggered immediately after an event like a new project or invoice is logged.
Can I customize which fields are mapped when integrating HoneyBook with Wave?
Yes, field mapping can be customized during setup. When configuring your actions on our platform, you have control over which fields from HoneyBook correspond to which fields in Wave, allowing personalized data handling that suits your business needs.
Do I need any coding skills to integrate HoneyBook with Wave using your platform?
No coding skills are required for setting up this integration. Our user-friendly interface guides you through selecting triggers and actions with simple clicks rather than code, making it accessible for anyone to use.
Practical ways you can use HoneyBook and Wave
Sync paid invoices with accounting records.
When a payment is received and marked as paid in HoneyBook, Zapier automatically creates a record of the sale in Wave. This ensures accurate and up-to-date financial records without manual data entry, helping to reduce errors and streamline invoicing.
Business OwnerTrack new client inquiries in Wave.
When a new inquiry is submitted in HoneyBook, Zapier creates a corresponding customer record in Wave. This workflow keeps the marketing team updated on newly interested leads and helps prepare for campaigns targeting potential clients.
Marketing & Marketing OpsTrack project stages for accounting updates.
When a HoneyBook project changes stages, Zapier automatically creates or updates a corresponding invoice in Wave. This ensures consistent workflow and financial monitoring across projects in real-time.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Address
- Phone Number
ActionWrite
- New Inquiry
Triggers when a new inquiry is created.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite- BusinessRequired
Try ItTriggerPolling
