ABC Trainerize + HoneyBook
Manage new HoneyBook projects by creating or updating clients in ABC Trainerize
When a new project is booked in HoneyBook, this workflow instantly creates or updates your client’s information in the ABC Trainerize app. This seamless automation saves time, eliminates manual data entry and ensures accurate client tracking in your fitness business management. Stay organized and focused on training with this HoneyBook and ABC Trainerize integration.
When a new project is booked in HoneyBook, this workflow instantly creates or updates your client’s information in the ABC Trainerize app. This seamless automation saves time, eliminates manual data entry and ensures accurate client tracking in your fitness business management. Stay organized and focused on training with this HoneyBook and ABC Trainerize integration.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
