HoneyBook + Notion
Create Notion database items for new HoneyBook inquiries.
Streamline your client management process by setting up this automation to add new HoneyBook inquiries to your Notion database. Whenever a potential client reaches out with a new inquiry in HoneyBook, this workflow will automatically create a new item in your designated Notion database to help you keep track of incoming leads and stay organized. Save time and maintain a centralized location for all your client information with this handy integration.
Streamline your client management process by setting up this automation to add new HoneyBook inquiries to your Notion database. Whenever a potential client reaches out with a new inquiry in HoneyBook, this workflow will automatically create a new item in your designated Notion database to help you keep track of incoming leads and stay organized. Save time and maintain a centralized location for all your client information with this handy integration.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Database Item
Creates an item in a database.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
DatabaseRequired
Filter by Creation Time
Try It
