Manage new HoneyBook inquiries by creating or updating records in Airtable
Boost efficiency and connectivity between HoneyBook and Airtable with this workflow. Whenever a new inquiry occurs in HoneyBook, this workflow swiftly updates or creates an equivalent record in Airtable. This seamless process enables accurate tracking and swift follow-ups with inquiries, optimizing your business's response speed and accuracy.
Boost efficiency and connectivity between HoneyBook and Airtable with this workflow. Whenever a new inquiry occurs in HoneyBook, this workflow swiftly updates or creates an equivalent record in Airtable. This seamless process enables accurate tracking and swift follow-ups with inquiries, optimizing your business's response speed and accuracy.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new 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





