Formsite + HoneyBook
Create new HoneyBook projects from new Formsite form results
Streamline your task management by seamlessly connecting Formsite and HoneyBook. With this workflow, every new form result on Formsite will trigger the creation of a new project in HoneyBook. It eases project initiation, reducing manual input and leaving you more time to focus on executing your project's objectives.
Streamline your task management by seamlessly connecting Formsite and HoneyBook. With this workflow, every new form result on Formsite will trigger the creation of a new project in HoneyBook. It eases project initiation, reducing manual input and leaving you more time to focus on executing your project's objectives.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Project
Create a new project in HoneyBook
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FormRequired
Try ItNew 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
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
