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.
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 Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Event
Create an event in your community
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Client 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 ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
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 ItFull NameRequired
EmailRequired
Address
Phone Number
