Airtable + HoneyBook
Create new Airtable records from scheduled HoneyBook meetings
When a new meeting is scheduled in HoneyBook, this workflow swiftly gets to work, creating a corresponding record in AirTable. It simplifies your data management by updating your AirTable instantly with the latest meeting details from HoneyBook. Eliminate the tedious task of manual entry and ensure your records stay up-to-date and accurate, saving time for what really matters.
When a new meeting is scheduled in HoneyBook, this workflow swiftly gets to work, creating a corresponding record in AirTable. It simplifies your data management by updating your AirTable instantly with the latest meeting details from HoneyBook. Eliminate the tedious task of manual entry and ensure your records stay up-to-date and accurate, saving time for what really matters.
- When this happens...Meeting Scheduled
Trigger when a meeting is scheduled or changed
- 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
