HoneyBook + NetSuite
Update NetSuite records when new inquiries are made in HoneyBook
Streamline your customer interaction process with this convenient automation. When you receive a new inquiry in HoneyBook, it will prompt an update to a corresponding record in NetSuite. This workflow offers a seamless and efficient solution, helping you stay organized and updated without any manual hassle.
Streamline your customer interaction process with this convenient automation. When you receive a new inquiry in HoneyBook, it will prompt an update to a corresponding record in NetSuite. This workflow offers a seamless and efficient solution, helping you stay organized and updated without any manual hassle.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Update Record
Updates an existing record. 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
