Financial Cents + HoneyBook
Financial Cents + HoneyBook
Create new clients in Financial Cents for every new project booked in HoneyBook
Streamline your project management with this efficient workflow. As soon as a new project is booked in HoneyBook, a corresponding client profile is created in your Financial Cents app. This seamless process enables better alignment of your project bookings with financial management, reducing manual data entry and allowing you to focus more on serving your clients.
- When this happens...New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create ClientCreates a client in Financial Cents.
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More things you can do with HoneyBook and Financial Cents
Discover other triggers and actions you can use with HoneyBook and Financial Cents
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
