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HoneyBook + Slack

Create reminders in Slack for every new client created in HoneyBook

This workflow starts when a new client is created in HoneyBook. It promptly creates a reminder in Slack so you never miss a follow up or important task related to your new client. It ensures all team members are notified and tasks are attended to in a timely manner, enhancing efficiency and customer relationships.

This workflow starts when a new client is created in HoneyBook. It promptly creates a reminder in Slack so you never miss a follow up or important task related to your new client. It ensures all team members are notified and tasks are attended to in a timely manner, enhancing efficiency and customer relationships.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Add Reminder

    Adds a reminder for yourself or a teammate, just like the /remind slash command.

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • Trigger for Bot Messages?

    • Optimized data

    Trigger
    Instant
    Try It
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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories

Triggers & Actions