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Discord + HoneyBook

Generate roles in Discord when new clients are created in HoneyBook

Streamline your client management and communication process with this intuitive workflow. As soon as a new client is added on HoneyBook, the individual is instantly assigned a role in your Discord server. This bridges the gap between your client management system and communication channels, ensuring your Discord server reflects your constantly updating client roster. Save time and boost accuracy in maintaining your Discord community.

Streamline your client management and communication process with this intuitive workflow. As soon as a new client is added on HoneyBook, the individual is instantly assigned a role in your Discord server. This bridges the gap between your client management system and communication channels, ensuring your Discord server reflects your constantly updating client roster. Save time and boost accuracy in maintaining your Discord community.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    DiscordDiscord
    Add Role

    assign a role to a user

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • ChannelRequired

    Trigger
    Scheduled
    Try It
discord logo
discord logo

About Discord

Discord is an all-in-one voice and text chat for gamers.
Learn moreHelp

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  • Team Chat

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honeybook logo
honeybook logo

About HoneyBook

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

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