HoneyBook + Moxo
Start new group conversations in Moxo for each new payment paid in HoneyBook
Streamline your business communication with this workflow. Whenever you receive a new payment in HoneyBook, a group conversation gets instantly created in Moxo. This efficient process ensures your team stays updated on financial updates without you having to manually share them, saving you time and reducing chances of errors.
Streamline your business communication with this workflow. Whenever you receive a new payment in HoneyBook, a group conversation gets instantly created in Moxo. This efficient process ensures your team stays updated on financial updates without you having to manually share them, saving you time and reducing chances of errors.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Group Workspace
Creates a group workspace and add users to it.
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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
