HoneyBook + NiceJob
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.
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 Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
