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HoneyBook + Notion

Create new Notion database items whenever new HoneyBook clients are created

Use this workflow to streamline your client management process between HoneyBook and Notion. As soon as a new client is created in HoneyBook, this workflow promptly generates a corresponding item in your Notion database. This ensures your client data is consistently updated and coordinated across both platforms, enhancing your efficiency in managing business information.

Use this workflow to streamline your client management process between HoneyBook and Notion. As soon as a new client is created in HoneyBook, this workflow promptly generates a corresponding item in your Notion database. This ensures your client data is consistently updated and coordinated across both platforms, enhancing your efficiency in managing business information.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • DatabaseRequired

    Trigger
    Scheduled
    Try It
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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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