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HoneyBook + OpenPhone

Send a message in OpenPhone for new projects booked in HoneyBook

When a new project is booked in HoneyBook, streamline your workflow by having a message instantly sent through OpenPhone. This solution helps you stay on top of your project management communication, ensuring immediate updates are relayed through your OpenPhone contacts. Remove the manual task of sending project updates and enhance your efficiency with this easy and convenient automation.

When a new project is booked in HoneyBook, streamline your workflow by having a message instantly sent through OpenPhone. This solution helps you stay on top of your project management communication, ensuring immediate updates are relayed through your OpenPhone contacts. Remove the manual task of sending project updates and enhance your efficiency with this easy and convenient automation.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

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

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Send a Message

    Sends a new message via OpenPhone.

    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
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
honeybook logo
honeybook logo

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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openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Related categories