HoneyBook + Motion
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.
- When this happens...Client CreatedTriggers when a new client is created in HoneyBook.
- automatically do this!Create ProjectCreates a new Motion Project
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More things you can do with HoneyBook and Motion
Discover other triggers and actions you can use with HoneyBook and Motion
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
