Connecteam + HoneyBook
Schedule new shifts in Connecteam for every meeting scheduled in HoneyBook
When a new meeting is scheduled within HoneyBook, this workflow steps in and creates a shift in your Connecteam app. Now, efficiently manage your team's schedules without constant back-and-forth between platforms. This automation seamlessly bridges your project-management and workforce-management tasks, saving you valuable time and reducing manual data entry errors.
When a new meeting is scheduled within HoneyBook, this workflow steps in and creates a shift in your Connecteam app. Now, efficiently manage your team's schedules without constant back-and-forth between platforms. This automation seamlessly bridges your project-management and workforce-management tasks, saving you valuable time and reducing manual data entry errors.
- When this happens...Meeting Scheduled
Trigger when a meeting is scheduled or changed
- automatically do this!Create Shift
Creates a new shift in a scheduler
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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
