Basecamp 3 + 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.
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 Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
