Bonjoro + HoneyBook
Create tasks in Bonjoro when new clients are created in HoneyBook
Boost your customer engagement once a new client is onboarded on HoneyBook. This automation workflow sets up a task in Bonjoro each time a client is created in HoneyBook, allowing you to personalize your welcome message and strengthen your relationship with clients right from the start. Streamline your processes and ensure every new client receives immediate attention without any manual intervention.
Boost your customer engagement once a new client is onboarded on HoneyBook. This automation workflow sets up a task in Bonjoro each time a client is created in HoneyBook, allowing you to personalize your welcome message and strengthen your relationship with clients right from the start. Streamline your processes and ensure every new client receives immediate attention without any manual intervention.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try It
