Airtable + HoneyBook

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.

  1. When this happens...
    HoneyBookHoneyBook
    New Payment Paid

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

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Records (With Line Item Support)

    Creates up to 10 multiple new records with line item input

    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 Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • 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
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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honeybook logo
honeybook logo

About HoneyBook

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

Related categories

  • CRM (Customer Relationship Management)

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