DisputeFox + HoneyBook
Add or update DisputeFox clients when new projects are booked in HoneyBook
When a new project is booked in HoneyBook, this workflow will effortlessly ensure that the same information is updated or added to the client's details in DisputeFox. Facilitate seamless data management between your project and client dispute tracking, keeping everything updated and organized. This automation not only saves you from manual data entry but also ensures timely and efficient operations for better client servicing.
When a new project is booked in HoneyBook, this workflow will effortlessly ensure that the same information is updated or added to the client's details in DisputeFox. Facilitate seamless data management between your project and client dispute tracking, keeping everything updated and organized. This automation not only saves you from manual data entry but also ensures timely and efficient operations for better client servicing.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add / Update Client
can add or update client using this zapier action
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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
