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.
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 Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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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
