HoneyBook + NetSuite
Create new NetSuite records when clients are created in HoneyBook
When a new client is added on HoneyBook, instantly create a record for them in NetSuite. This seamless connection keeps your client information updated in both systems, saving you time on manual data entry and ensuring that your customer details are always up-to-date for improved business operations.
When a new client is added on HoneyBook, instantly create a record for them in NetSuite. This seamless connection keeps your client information updated in both systems, saving you time on manual data entry and ensuring that your customer details are always up-to-date for improved business operations.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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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
