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.
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 Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Customer
Create a new customer.
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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
Completed Payment
Triggers when a payment is completed.
Try It
