Airtable + HoneyBook
Create records in Airtable from new inquiries in HoneyBook
When a new inquiry arrives in HoneyBook, this workflow ensures that a corresponding record is immediately created in Airtable. Stay organized and never miss a beat by tracking your inquires in a streamlined and efficient system. Automate the process, save time and focus more on client servicing.
When a new inquiry arrives in HoneyBook, this workflow ensures that a corresponding record is immediately created in Airtable. Stay organized and never miss a beat by tracking your inquires in a streamlined and efficient system. Automate the process, save time and focus more on client servicing.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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
