HoneyBook + Slack
Create new Slack channels for every new client added in HoneyBook
This workflow gets into action whenever a new client is added in your HoneyBook App. It promptly creates a channel in Slack, providing a dedicated space for all conversations, files, and tasks associated with each client. This seamless automation ensures that your team is always updated and ready to deliver exceptional client service.
This workflow gets into action whenever a new client is added in your HoneyBook App. It promptly creates a channel in Slack, providing a dedicated space for all conversations, files, and tasks associated with each client. This seamless automation ensures that your team is always updated and ready to deliver exceptional client service.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Channel
Creates a new channel.
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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
