Booqable + HoneyBook

Booqable + HoneyBook integrations

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
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
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.