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.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Role
assign a role to a user
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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
