Create or update persons in NiceJob for new payments paid in HoneyBook
Streamline your tasks with this handy workflow. When a new payment is received in HoneyBook, the same information is updated or created in NiceJob, ensuring your financial data is always consistent across both platforms. This enhances your business efficiency and removes the need for manual data entry, keeping your financial records updated at all times.
- When this happens...New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
- 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




