Agolix + HoneyBook
Create new HoneyBook projects from new Agolix responses
When new responses arrive in your Agolix app, this workflow will establish a project within your HoneyBook app. It simplifies your project management process by assisting in the immediate organization of incoming data from Agolix into workable projects in HoneyBook. Employing this workflow allows you to focus on executing the project rather than setting it up, improving efficiency in your operational processes.
When new responses arrive in your Agolix app, this workflow will establish a project within your HoneyBook app. It simplifies your project management process by assisting in the immediate organization of incoming data from Agolix into workable projects in HoneyBook. Employing this workflow allows you to focus on executing the project rather than setting it up, improving efficiency in your operational processes.
- When this happens...New Responses
Triggers when a respondent completes an assessment.
- automatically do this!Create Project
Create a new project in HoneyBook
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AssessmentRequired
Try ItClient 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 It
Buyer First Name
Buyer Last Name
Buyer EmailRequired
Assessment IdRequired
Group Tag (Optional)
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 It
