Circle + HoneyBook
Circle + HoneyBook
Create events in Circle for new projects booked in HoneyBook
Effortlessly manage your work with this automation that connects HoneyBook and Circle. Once you book a new project in HoneyBook, an event is created within Circle, keeping you organized, efficient, and on top of your schedules. No more manual data transfer or missing critical milestones, this workflow gets you more time to focus on what truly matters - growing your business.
- When this happens...New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create EventCreate an event in your community
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More things you can do with HoneyBook and Circle
Discover other triggers and actions you can use with HoneyBook and Circle
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
