Coda + HoneyBook
Create rows in Coda when new payments are paid in HoneyBook
Keep your finance management seamless and efficient with this HoneyBook and Coda workflow. When a new payment gets processed in HoneyBook, the details of this transaction are instantly fed into a new row in your selected Coda document. This automation not only simplifies your bookkeeping but also ensures you have real-time data for adequate financial analysis and decision-making.
Keep your finance management seamless and efficient with this HoneyBook and Coda workflow. When a new payment gets processed in HoneyBook, the details of this transaction are instantly fed into a new row in your selected Coda document. This automation not only simplifies your bookkeeping but also ensures you have real-time data for adequate financial analysis and decision-making.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Row
Creates a new row in the selected table.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
DocumentRequired
TableRequired
Try It
