Coach Catalyst + HoneyBook
Coach Catalyst + HoneyBook
Create or update Coach Catalyst clients when new projects are booked in HoneyBook
Effortlessly manage your clientele when a new project is booked in HoneyBook by automatically updating or creating a client record in your Coach Catalyst app. This workflow streamlines your process, saving crucial time and ensuring all your client information remains up-to-date and accessible in Coach Catalyst at all times. Enjoy a seamless integration between HoneyBook and Coach Catalyst that enhances organization and efficiency.
- When this happens...New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create/Update ClientCreates a new client or updates an existing one
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More things you can do with HoneyBook and Coach Catalyst
Discover other triggers and actions you can use with HoneyBook and Coach Catalyst
- 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
