Booqable + HoneyBook

Create new Booqable customers from newly booked HoneyBook projects

Simplify your customer management tasks when you book new projects in HoneyBook. With this workflow, each new project turns into a customer entry in Booqable. This helps you streamline your data without any additional effort, ensuring every project detail goes directly into your customer management system in real-time.

When this happens...
New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
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Create CustomerCreate a new customer.
ActionWrite

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More things you can do with HoneyBook and Booqable

Discover other triggers and actions you can use with HoneyBook and Booqable

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
- Form
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
- Project Location
Action
Write
Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
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Started Order
Triggers when an order is started.
Trigger
Instant
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Updated Order
Triggers when an order is updated.
Trigger
Instant
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- ID
  Required
Action
Write
- Customer ID
  Required
Action
Search
- Order ID
  Required
Action
Search

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
New Customer
Triggers when a new customer is added.
Trigger
Instant
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Reserved Order
Triggers when an order is reserved.
Trigger
Instant
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Stopped Order
Triggers when an order is stopped.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- ID
  Required
- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or email
  Required
Action
Search

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

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CRM (Customer Relationship Management)

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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.