HoneyBook + Rally.fan

Add new Rally.fan customers to Honeybook as clients

Enhance your client management with this efficient integration. When a new customer signs up on Rally.fan, their client record is automatically added in HoneyBook, ensuring all essential details are readily available. This seamless process reduces manual data entry while streamlining communication between Rally.fan and HoneyBook for improved business management.

When this happens...
New Customer
Triggers when a customer has purchased something from you signed up as a lead.
TriggerPolling
automatically do this!
Create Client
Create a new client in HoneyBook
ActionWrite

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Supported triggers and actions

Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Trigger
Polling
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New Recurring Membership
Triggers when a customer has purchased a recurring membership.
Trigger
Polling
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Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Trigger
Polling
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Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write