HoneyBook + MemberVault
Add new HoneyBook clients to a MemberVault product as users
Boost your productivity and efficiency with this HoneyBook and MemberVault integration. When a new client is added in HoneyBook, this workflow will conveniently add them as a user to a certain product in your MemberVault platform. This automation ensures that your new clients gain immediate access to the right materials, enhancing your client relationship management.
Boost your productivity and efficiency with this HoneyBook and MemberVault integration. When a new client is added in HoneyBook, this workflow will conveniently add them as a user to a certain product in your MemberVault platform. This automation ensures that your new clients gain immediate access to the right materials, enhancing your client relationship management.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add User to Product
This action will add a user to a product and create a login for them automatically if they don't already have one for your account.
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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
