HoneyBook + Notion
Update Notion database items every time new payments are paid in HoneyBook
When you receive a new payment on HoneyBook, it's vital to have that information readily available in your database. With this workflow, each time you earn a new payment on HoneyBook, your Notion database will be instantly updated. This way, you can maintain a consistent and organized record of all your financial transactions, ensuring your Notion database always stays up-to-date with your HoneyBook account.
When you receive a new payment on HoneyBook, it's vital to have that information readily available in your database. With this workflow, each time you earn a new payment on HoneyBook, your Notion database will be instantly updated. This way, you can maintain a consistent and organized record of all your financial transactions, ensuring your Notion database always stays up-to-date with your HoneyBook account.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Update Data Source Item
Updates a data source item.
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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
