Create new clients in Credit Repair Cloud when project stages change in HoneyBook
Keep client information updated without a hitch with changes in your HoneyBook project stages. When a project stage inside HoneyBook is modified, this automated workflow promptly creates a new client in the Credit Repair Cloud app. You get to focus on delivering your best service while client details are updated, occurring in the background daily to conserve your valuable time and eliminate manual data entry.
Keep client information updated without a hitch with changes in your HoneyBook project stages. When a project stage inside HoneyBook is modified, this automated workflow promptly creates a new client in the Credit Repair Cloud app. You get to focus on delivering your best service while client details are updated, occurring in the background daily to conserve your valuable time and eliminate manual data entry.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Client
Adds a new client.
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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
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try It