HoneyBook + Sellfy
Create new HoneyBook clients from new Sellfy orders with status updates
Streamline your client management process with Sellfy and HoneyBook. When a new order with a certain status is received in Sellfy, this workflow instantly creates a client in HoneyBook, aiding in efficient and organized client tracking. An ideal solution for online sellers looking to logically manage their customer records without the need for manual data entry.
Streamline your client management process with Sellfy and HoneyBook. When a new order with a certain status is received in Sellfy, this workflow instantly creates a client in HoneyBook, aiding in efficient and organized client tracking. An ideal solution for online sellers looking to logically manage their customer records without the need for manual data entry.
- When this happens...New Order With Status
Triggers when a new order is created or its status is updated (refunded, reversed).
- automatically do this!Create Client
Create a new client in HoneyBook
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- 14 day trial for premium features & apps
Payment Status
Try ItNew Email Unsubscriber
Triggers when a customers unsubscribes from future email newsletters.
Try ItNew 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).
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New Email Subscriber
Triggers when a customers subscribes to future email newsletters.
Try ItClient 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.
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