HoneyBook + LaunchBay
Create new projects in LaunchBay from new project bookings in HoneyBook
Streamline your workflow between HoneyBook and LaunchBay with this efficient automation. When a new project is booked in HoneyBook, it immediately results in the creation of a project in LaunchBay, saving you time and organizational effort. This allows you to swiftly transition between the two platforms and maintain a steady productivity pace.
Streamline your workflow between HoneyBook and LaunchBay with this efficient automation. When a new project is booked in HoneyBook, it immediately results in the creation of a project in LaunchBay, saving you time and organizational effort. This allows you to swiftly transition between the two platforms and maintain a steady productivity pace.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Project
Creates a new project in LaunchBay (optionally using a defined template).
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
