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Flodesk + HoneyBook

Add new HoneyBook clients to a Flodesk segment automatically

Streamline your client communication process with this workflow. When a new client is created in HoneyBook, it instantly adds that client to a specific segment in your Flodesk account. This enhances your customer relationship management by ensuring your new clients receive the right communication at the right time, improving engagement and satisfaction.

Streamline your client communication process with this workflow. When a new client is created in HoneyBook, it instantly adds that client to a specific segment in your Flodesk account. This enhances your customer relationship management by ensuring your new clients receive the right communication at the right time, improving engagement and satisfaction.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Add Existing Subscriber to Segment

    Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • SegmentRequired

    Trigger
    Instant
    Try It
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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
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Related categories

  • Email Newsletters
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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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