HoneyBook + RingCentral
Create contacts in RingCentral when project stages change in HoneyBook
This workflow springs into action when a project stage changes in the HoneyBook app, automatically creating a new contact in your RingCentral app. It saves you time by streamlining your contact management process, providing a quick and seamless transition between the two apps. This automation ensures you stay updated as project stages evolve, enhancing your efficiency and communication flow.
This workflow springs into action when a project stage changes in the HoneyBook app, automatically creating a new contact in your RingCentral app. It saves you time by streamlining your contact management process, providing a quick and seamless transition between the two apps. This automation ensures you stay updated as project stages evolve, enhancing your efficiency and communication flow.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Contact
Creates a new external contact in personal address book.
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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
