Airtable + HoneyBook
Create records in Airtable for new payments made in HoneyBook
Whenever a new payment comes through HoneyBook, let this workflow simplify your tracking by creating a record in Airtable instantly. Eliminate manual data input and ensure you have up-to-date payment records across your systems. This automation not only saves time but also enhances the accuracy of your financial records.
Whenever a new payment comes through HoneyBook, let this workflow simplify your tracking by creating a record in Airtable instantly. Eliminate manual data input and ensure you have up-to-date payment records across your systems. This automation not only saves time but also enhances the accuracy of your financial records.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
