DashClicks + HoneyBook

Create new HoneyBook projects when deal stages change in DashClicks deals

Manage your work efficiently with this workflow. The moment a deal stage changes in DashClicks, a new project comes to life in HoneyBook. This process not only ensures timely initiation of projects but also minimizes manual effort, helping your team stay focused on what matters most. It's the perfect solution for those looking to streamline their operations and enhance productivity.

When this happens...
Deal Stage Changed (Deals)
Triggers when a deal is moved to a different stage on a pipeline in the Deals App.
TriggerInstant
automatically do this!
Create Project
Create a new project in HoneyBook
ActionWrite

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Supported triggers and actions

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
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- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
Try It

New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write

Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
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- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
Try It
New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
Try It
Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write
Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Related categories

Marketing

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

DashClicks + HoneyBook

Create new HoneyBook projects when deal stages change in DashClicks deals

New Business (Contacts)

New Person (Contacts)

New Deal (Deals)

Deal Status Changed (Deals)

New Purchase (Funnels)

New Instareport Built (Instareports)

New Review (Reputation)

Create New Person (Contacts)

Update a Deal (Deals)

Create New Instasite (Instasites)

Search Businesses

Search People

Find or Create a Deal

Client Created

New Inquiry

New Project Booked

Create Project

Business Updated (Contacts)

Person Updated (Contacts)

Deal Stage Changed (Deals)

New Optin (Funnels)

New Lead (Inbound)

New Instasite Built (Instasites)

Create New Business (Contacts)

Create New Deal (Deals)

Create New Instareport (Instareports)

Send a New Review Request (Reputation)

Search Deals

Find or Create a Business Contact

Find or Create a Person Contact

Meeting Scheduled

New Payment Paid

Project Stage Changed

Create Client

About DashClicks

Related categories

About HoneyBook

Related categories

Similar apps

Zapier Forms