Connecteam + HoneyBook
Create new Connecteam jobs with sub-jobs each time a new HoneyBook project is booked
When a new project is booked in HoneyBook, this workflow streamlines and optimizes your project management process by instantly creating a job with sub-jobs in Connecteam. It helps eliminate manual entry and accelerates project set-up, allowing you to focus on project execution, which ultimately leads to better project outcomes.
When a new project is booked in HoneyBook, this workflow streamlines and optimizes your project management process by instantly creating a job with sub-jobs in Connecteam. It helps eliminate manual entry and accelerates project set-up, allowing you to focus on project execution, which ultimately leads to better project outcomes.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Job With Sub-Jobs
Creates a job with nested sub-jobs (with line items support)
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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
