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.
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 Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Creates a client in Financial Cents.
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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
