Send PenPals handwritten cards to new HoneyBook clients
Creative professionals risk seeming transactional when all client intake happens digitally. Whenever HoneyBook logs a new client, this workflow dispatches a personalized, handwritten PenPals card based on the captured details. The automated handwritten note builds instant rapport and showcases premium service with zero manual effort.
Creative professionals risk seeming transactional when all client intake happens digitally. Whenever HoneyBook logs a new client, this workflow dispatches a personalized, handwritten PenPals card based on the captured details. The automated handwritten note builds instant rapport and showcases premium service with zero manual effort.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
CardRequired
MessageRequired
Signature or Sign Off
Recipient First NameRequired
Recipient Last Name
Recipient Business Name
Recipient Address Line 1Required
Recipient Address Line 2
Recipient CityRequired
Recipient State
Recipient Zip CodeRequired
Sender First NameRequired
Sender Last Name
Sender Business Name
Sender Address Line 1Required
Sender Address Line 2
Sender CityRequired
Sender State
Sender Zip CodeRequired
Handwriting Style
Ink Color