Heyflow + HoneyBook

Create new HoneyBook projects from new Heyflow responses

Start new projects with ease using this simple workflow. When you receive a new response in the Heyflow app, it triggers a corresponding project to be created in HoneyBook. This not only helps you respond quicker but also keeps your project pipeline updated and fluid, ensuring an efficient workflow.

When this happens...
New Response
Triggers when a new response is created.
TriggerInstant
automatically do this!
Create Project
Create a new project in HoneyBook
ActionWrite

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Supported triggers and actions

- Heyflow IDRequired
Trigger
Instant
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Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write