HoneyBook + Slack
Send channel messages in Slack for new clients created in HoneyBook
Ease communication within your team whenever a new client is added on HoneyBook. With this workflow, a channel message is promptly shared on Slack following each new client addition from HoneyBook, keeping all team members updated in real time. This promotes swift, unified responses to client interactions. Efficiently streamline the management of new clientele with this immediate notification setup.
Ease communication within your team whenever a new client is added on HoneyBook. With this workflow, a channel message is promptly shared on Slack following each new client addition from HoneyBook, keeping all team members updated in real time. This promotes swift, unified responses to client interactions. Efficiently streamline the management of new clientele with this immediate notification setup.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
