HoneyBook + Motion
Create tasks in Motion for new clients created in HoneyBook
Stay organized and efficient with this workflow that connects HoneyBook and Motion. When a new client is added to your HoneyBook platform, a task will immediately be created in Motion, ensuring each new project gets off to a smooth start. Seamlessly managing your client onboarding process has never been easier.
Stay organized and efficient with this workflow that connects HoneyBook and Motion. When a new client is added to your HoneyBook platform, a task will immediately be created in Motion, ensuring each new project gets off to a smooth start. Seamlessly managing your client onboarding process has never been easier.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Creates a new Motion Task
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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
