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.
- When this happens...Project Stage ChangedTriggers when a project manually or automatically changes its stage.
- automatically do this!Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
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More things you can do with HoneyBook and NiceJob
Discover other triggers and actions you can use with HoneyBook and NiceJob
- 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




