HoneyBook + My Hours
Generate new clients in My Hours when new projects are booked in HoneyBook
When a new project is booked in HoneyBook, this workflow will promptly generate a client in My Hours. This ensures you have immediate access to all the necessary client information in your time tracking tool for streamlined task management and efficient scheduling. By bridging HoneyBook and My Hours, this workflow simplifies your client onboarding process.
When a new project is booked in HoneyBook, this workflow will promptly generate a client in My Hours. This ensures you have immediate access to all the necessary client information in your time tracking tool for streamlined task management and efficient scheduling. By bridging HoneyBook and My Hours, this workflow simplifies your client onboarding process.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Creates a new Client
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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
