Basecamp 3 + HoneyBook
Create new Basecamp 3 projects from templates when new projects are booked in HoneyBook
Streamline your project management by linking HoneyBook and Basecamp 3. With this workflow, every time you secure a new project in HoneyBook, a corresponding project is instantly created in Basecamp 3. This setup saves you the time of manual data entry and ensures all your project information is seamlessly coordinated across both platforms. It's an efficient solution to managing project information in two places at once.
Streamline your project management by linking HoneyBook and Basecamp 3. With this workflow, every time you secure a new project in HoneyBook, a corresponding project is instantly created in Basecamp 3. This setup saves you the time of manual data entry and ensures all your project information is seamlessly coordinated across both platforms. It's an efficient solution to managing project information in two places at once.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Project From Template
Creates a new project using a template.
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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
