HoneyBook + Notion
Create new items in Notion database every time a new payment is paid in HoneyBook
Streamline your bookkeeping tasks by connecting HoneyBook and Notion. With this workflow, every time a new payment is received in HoneyBook, a corresponding database item is created in Notion. Stay organized, save time, and ensure that your financial data is accurate and up-to-date.
Streamline your bookkeeping tasks by connecting HoneyBook and Notion. With this workflow, every time a new payment is received in HoneyBook, a corresponding database item is created in Notion. Stay organized, save time, and ensure that your financial data is accurate and up-to-date.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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
