Geckoboard + HoneyBook
Track project stage changes in HoneyBook and add records to Geckoboard dataset
Stay on top of your project progress with this efficient workflow. When a project stage changes in HoneyBook, this automation will add a record to a dataset in Geckoboard, keeping your team informed and updated. Easily monitor project milestones and make data-driven decisions to achieve success.
Stay on top of your project progress with this efficient workflow. When a project stage changes in HoneyBook, this automation will add a record to a dataset in Geckoboard, keeping your team informed and updated. Easily monitor project milestones and make data-driven decisions to achieve success.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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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
New 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
Dataset IDRequired
Update typeRequired
