HoneyBook + Slack
Update Slack reminders when project stages change in HoneyBook
Stay on top of your project progress and never miss a new project development stage with this workflow. When a project stage changes in HoneyBook, a reminder is promptly set in Slack. It helps in effective project management by creating a seamless workflow that provides timely notifications for your crucial updates, ensuring all team members are promptly informed of any changes. This automatic process saves time, reduces the risk of oversights, and promotes project efficiency.
Stay on top of your project progress and never miss a new project development stage with this workflow. When a project stage changes in HoneyBook, a reminder is promptly set in Slack. It helps in effective project management by creating a seamless workflow that provides timely notifications for your crucial updates, ensuring all team members are promptly informed of any changes. This automatic process saves time, reduces the risk of oversights, and promotes project efficiency.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Add Reminder
Adds a reminder for yourself or a teammate, just like the
/remindslash command.
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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
