Chatbase + HoneyBook
Create new HoneyBook projects from newly submitted Chatbase forms
This workflow streamlines your project management efficiently. When you receive a new form submission in Chatbase, it immediately creates a project in HoneyBook. This integration helps bridge the gap between data collection and project initiation, saving time, and enhancing productivity.
This workflow streamlines your project management efficiently. When you receive a new form submission in Chatbase, it immediately creates a project in HoneyBook. This integration helps bridge the gap between data collection and project initiation, saving time, and enhancing productivity.
- When this happens...Form Submission
Triggers when a form is submitted.
- automatically do this!Create Project
Create a new project in HoneyBook
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Chatbot IDRequired
Try ItClient Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try It
MessageRequired
Chatbot IDRequired
Model
Conversation ID
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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 It
