Client Dispute Manager + HoneyBook
Create new clients in HoneyBook for every new customer in Client Dispute Manager
Activate this automation whenever you gain a new customer in your Client Dispute Manager app. This workflow will swiftly move into action and create a fresh profile for the client in HoneyBook, providing an efficient onboarding experience. This optimizes your business operations and enhances team productivity by eliminating the need for manual data transfer, making your customer management process more seamless.
Activate this automation whenever you gain a new customer in your Client Dispute Manager app. This workflow will swiftly move into action and create a fresh profile for the client in HoneyBook, providing an efficient onboarding experience. This optimizes your business operations and enhances team productivity by eliminating the need for manual data transfer, making your customer management process more seamless.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Client
Create a new client in HoneyBook
- Free forever for core features
- 14 day trial for premium features & apps
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
Try It
Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
Try It
