HoneyBook + Setmore Appointments

HoneyBook + Setmore Appointments integrations

Create new HoneyBook clients from new Setmore Appointments

Easily maintain your client data up-to-date with this handy workflow. When new appointments are scheduled in Setmore Appointments, client profiles are instantly created in HoneyBook. This not only saves you time but also ensures your client information is consistently accurate across all platforms. Perfect for businesses looking to streamline their client management process.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create ClientCreate a new client in HoneyBook
ActionWrite

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More things you can do with Setmore Appointments and HoneyBook

Discover other triggers and actions you can use with Setmore Appointments and HoneyBook

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
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 Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
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 Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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Related categories

CRM (Customer Relationship Management)

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About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create new HoneyBook projects from new Setmore Appointments instantly

Related Zap Templates

Create new HoneyBook projects from new Setmore Appointments instantly