Basecamp + HoneyBook
Basecamp + HoneyBook
Create new Basecamp 3 projects from templates when new payments are paid in HoneyBook
Enhance your project management by linking your HoneyBook and Basecamp 3 activities using this automation workflow. Each time a new payment gets processed in HoneyBook, a corresponding project from a predetermined template will be generated in Basecamp 3. This not only makes your project initiation swift but also eradicates the need to manually relay payment information from one platform to another.
- When this happens...New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Project From TemplateCreates a new project using a template.
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More things you can do with HoneyBook and Basecamp
Discover other triggers and actions you can use with HoneyBook and Basecamp
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
