HoneyBook + Mailshake

Create new HoneyBook projects from new Mailshake replies

Stay on top of your business communications with this streamlined workflow. Each time you receive a response in Mailshake, it swiftly initiates a corresponding project in HoneyBook. This process ensures timely project creation linked to your email interactions, making it easier to stay organized with your customer correspondence. The convenience of this workflow lets you keep your projects aligned with your responses without the hassle of manual data entry or toggling between platforms.

When this happens...
New Reply
Triggers when a recipient replies to one of your messages.
TriggerPolling
automatically do this!
Create Project
Create a new project in HoneyBook
ActionWrite

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Supported triggers and actions

- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Polling
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- Campaign
- Lead Status
Trigger
Polling
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- Campaign
- Exclude Duplicates?
Trigger
Polling
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- CampaignRequired
- Email AddressRequired
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- CampaignRequired
- CSV FileRequired
- Email Address Column NameRequired
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write

- CampaignRequired
- Pause or Unpause?Required
Action
Write
- Email AddressesRequired
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

- Assignee
- Campaign
Trigger
Polling
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- Campaign
- Message Type
Trigger
Polling
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- Campaign
- Reply Type
Trigger
Polling
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- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
Action
Write
- CampaignRequired
- Email AddressRequired
- Lead Status
Action
Write
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