Create notes in Evernote for each new project booked in HoneyBook
Safeguard your project details with this efficient workflow between HoneyBook and Evernote. As soon as a new project is booked on HoneyBook, a note is crafted in Evernote, allowing you to keep critical project details in a place you frequent. This helps streamline your organizational process, saving you time and potential miscommunication.
Safeguard your project details with this efficient workflow between HoneyBook and Evernote. As soon as a new project is booked on HoneyBook, a note is crafted in Evernote, allowing you to keep critical project details in a place you frequent. This helps streamline your organizational process, saving you time and potential miscommunication.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Note
Triggers when a new note is created in or moved to a notebook.
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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