DisputeFox + HoneyBook
Add new clients in DisputeFox for new projects booked in HoneyBook
When a new project is booked in HoneyBook, ensure all your client details are up-to-date in DisputeFox with this seamless workflow. This automation adroitly records every new client from HoneyBook to DisputeFox, saving you the time and effort of manual data entry. With this, you can focus more on delivering top-notch service to your client and less on backend management.
When a new project is booked in HoneyBook, ensure all your client details are up-to-date in DisputeFox with this seamless workflow. This automation adroitly records every new client from HoneyBook to DisputeFox, saving you the time and effort of manual data entry. With this, you can focus more on delivering top-notch service to your client and less on backend management.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add New Client
Add new client directly.
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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
Affiliate Updated
Trigger fire after updating new affiliate.
Try It
