HoneyBook + NiceJob
Create or update persons in NiceJob for every new inquiry in HoneyBook
Manage your customer relationships more efficiently with this automation. Whenever a new inquiry is registered in HoneyBook, a person is created or updated in NiceJob. This saves you time from manual data entry and ensures your customer information is always up-to-date in NiceJob. Streamline your workflow and stay connected with your customers at all times.
Manage your customer relationships more efficiently with this automation. Whenever a new inquiry is registered in HoneyBook, a person is created or updated in NiceJob. This saves you time from manual data entry and ensures your customer information is always up-to-date in NiceJob. Streamline your workflow and stay connected with your customers at all times.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- 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
