HoneyBook + Simply.Coach

Create new contacts in Simply.Coach for every new project booked in HoneyBook

Boost your task management by instantly adding new clients from HoneyBook to your Simply.Coach platform. With this streamlined workflow, whenever a new project is booked on HoneyBook, the client details will be immediately captured and a new contact is created in Simply.Coach. Make the most out of every booking by keeping your coaching records updated and ready to handle new projects right away.

When this happens...
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in your simply.Coach account
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created in HoneyBook.
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 Contact
Triggers when a new contact is created.
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
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- Engagement NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Allow Coachee to schedule sessions?Required
- Invite Client to portalRequired
- Allow Coachee to reschedule sessions?Required
- Sync sessions with Coaches calendar?Required
- Enable Online Meeting?Required
- Send Action Reminders to Coachee?Required
- Send Session Invitation & Reminder emails to coachee?Required
Action
Write
- Contact EmailRequired
Action
Search
- User emailRequired
Action
Search

New Inquiry
Triggers when a new inquiry is created.
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
- FormRequired
Trigger
Polling
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New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
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- StatusRequired
Trigger
Polling
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Updated Contact
Triggers when your contact is updated
Trigger
Polling
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- Invoice StatusRequired
Trigger
Polling
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- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Write
- NoteRequired
- Pin this Note
- Select ContactRequired
Action
Write
- Status
Action
Search
- Contact EmailRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Search or write