HoneyBook + Microsoft To Do
Create tasks in Microsoft To Do when new clients are created in HoneyBook
"When a new client is added in HoneyBook, this workflow ensures their details are swiftly incorporated as tasks in your Microsoft To Do. It creates a seamless client management system, eliminating the need for multiple entries and enhancing productivity. Use this system to ensure that no client detail is missed and every task is promptly attended to."
"When a new client is added in HoneyBook, this workflow ensures their details are swiftly incorporated as tasks in your Microsoft To Do. It creates a seamless client management system, eliminating the need for multiple entries and enhancing productivity. Use this system to ensure that no client detail is missed and every task is promptly attended to."
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Triggers when a new task 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
