HoneyBook + Karbon
Create person contacts in Karbon for every new payment paid in HoneyBook
This workflow springs into action when a new payment is made in HoneyBook. Instead of manually adding contacts in Karbon, now every payment in HoneyBook results in a new person contact created in Karbon. Enjoy this streamlined experience that not only saves time but also ensures consistent and accurate information across your platforms.
This workflow springs into action when a new payment is made in HoneyBook. Instead of manually adding contacts in Karbon, now every payment in HoneyBook results in a new person contact created in Karbon. Enjoy this streamlined experience that not only saves time but also ensures consistent and accurate information across your platforms.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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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
New Person Contact
Triggers when a new person contact is created.
Try It
