HoneyBook + Motion
Create new projects in Motion when new clients are created in HoneyBook
Whenever a new client is added in the HoneyBook app, this workflow jumps into action and promptly establishes a new project in the Motion app. It offers a swift and efficient way to bridge the gap between client intake and project creation, eliminating any possibility of manual errors and saving your precious time. Streamline your processes by ensuring every new client in HoneyBook has a corresponding project in Motion.
Whenever a new client is added in the HoneyBook app, this workflow jumps into action and promptly establishes a new project in the Motion app. It offers a swift and efficient way to bridge the gap between client intake and project creation, eliminating any possibility of manual errors and saving your precious time. Streamline your processes by ensuring every new client in HoneyBook has a corresponding project in Motion.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Project
Creates a new Motion Project
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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
