Basecamp + HoneyBook
Create new Basecamp projects from new HoneyBook inquiries
Stay organized and streamline your business process with this workflow. When a new inquiry comes in via HoneyBook, it cues the creation of a project in Basecamp. This automated process ensures that every inquiry is swiftly followed up with a project setup, allowing for better task management and efficient team collaboration.
Stay organized and streamline your business process with this workflow. When a new inquiry comes in via HoneyBook, it cues the creation of a project in Basecamp. This automated process ensures that every inquiry is swiftly followed up with a project setup, allowing for better task management and efficient team collaboration.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Project
Triggers when a new project is created.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
New Account
Triggers when a new basecamp account is created.
Try It
