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HoneyBook + Microsoft Teams

Notify Microsoft Teams with channel messages when new payments are paid in HoneyBook

Ensure your team is promptly informed about every new payment received in HoneyBook with this automation. Once set up, each time a new payment is recorded in HoneyBook, a channel message will be sent in Microsoft Teams, keeping everyone up-to-date in real-time. Streamline your workflow, improve transparency, and keep your team aligned with this efficient communication solution.

Ensure your team is promptly informed about every new payment received in HoneyBook with this automation. Once set up, each time a new payment is recorded in HoneyBook, a channel message will be sent in Microsoft Teams, keeping everyone up-to-date in real-time. Streamline your workflow, improve transparency, and keep your team aligned with this efficient communication solution.

  1. When this happens...
    HoneyBookHoneyBook
    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • TeamRequired

    Trigger
    Scheduled
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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