Create Airtable records with line item support for new HoneyBook payments
Effortlessly manage your payments and records with this efficient workflow. When a new payment is paid in HoneyBook, this automation will create a corresponding record, complete with line item support, in an Airtable base of your choice. Stay organized and keep track of client payments without having to manually input data or risk inconsistent entries.
Effortlessly manage your payments and records with this efficient workflow. When a new payment is paid in HoneyBook, this automation will create a corresponding record, complete with line item support, in an Airtable base of your choice. Stay organized and keep track of client payments without having to manually input data or risk inconsistent entries.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Records (With Line Item Support)
Creates up to 10 multiple new records with line item input
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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
BaseRequired
TableRequired
Limit to View
Include file contents?
Try It