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.
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.
- automatically do this!Create Project
Create a new project in HoneyBook
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich 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
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich 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
Try ItWhich 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
Try It
