HoneyBook + My Hours
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 this happens...New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create ClientCreates a new Client
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More things you can do with HoneyBook and My Hours
Discover other triggers and actions you can use with HoneyBook and My Hours
- 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
