Airtable + HoneyBook
Manage new HoneyBook projects by creating or updating records in Airtable
Manage your new HoneyBook projects more efficiently with this workflow. Whenever you book a new project in HoneyBook, it will update or create a record for it in your Airtable. This process ensures your Airtable is always up-to-date with the latest project information, saving you time and keeping everything organized.
Manage your new HoneyBook projects more efficiently with this workflow. Whenever you book a new project in HoneyBook, it will update or create a record for it in your Airtable. This process ensures your Airtable is always up-to-date with the latest project information, saving you time and keeping everything organized.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- 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
