Airtable + HoneyBook
Create or update records in Airtable from newly created clients in HoneyBook
Keep client data up-to-date and organized with this comprehensive workflow. When a new client is added in HoneyBook, a record is immediately created or updated in Airtable. This ensures you never miss out on recording essential client information and maintain an orderly, updated client database. This efficient automation process takes the manual work out of data entry, saving you time and reducing the risk of errors.
Keep client data up-to-date and organized with this comprehensive workflow. When a new client is added in HoneyBook, a record is immediately created or updated in Airtable. This ensures you never miss out on recording essential client information and maintain an orderly, updated client database. This efficient automation process takes the manual work out of data entry, saving you time and reducing the risk of errors.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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
