HoneyBook + NiceJob
Update or create persons in NiceJob whenever project stages change in HoneyBook
Easily manage your business tasks when a project stage changes in HoneyBook by setting up this quick workflow. With this automation, whenever your project reaches a new stage in HoneyBook, the details are instantly updated or a new person is created in NiceJob. It simplifies your task management and ensures no important updates are missed in NiceJob, enhancing your customer service efficiency.
Easily manage your business tasks when a project stage changes in HoneyBook by setting up this quick workflow. With this automation, whenever your project reaches a new stage in HoneyBook, the details are instantly updated or a new person is created in NiceJob. It simplifies your task management and ensures no important updates are missed in NiceJob, enhancing your customer service efficiency.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
