Connecteam + HoneyBook
Create jobs in Connecteam for new projects booked in HoneyBook
Streamline your project management process with this efficient and time-saving workflow. When a new project is booked in HoneyBook, a job gets created instantly in Connecteam. It simplifies your task tracking, ensures that all your new projects are accounted for in Connecteam, and enhances productivity in your day-to-day operations.
Streamline your project management process with this efficient and time-saving workflow. When a new project is booked in HoneyBook, a job gets created instantly in Connecteam. It simplifies your task tracking, ensures that all your new projects are accounted for in Connecteam, and enhances productivity in your day-to-day operations.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Job
Creates a new job in the app.
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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
