HoneyBook + Slack
Send direct messages in Slack for new clients created in HoneyBook
Stay connected with your clients more smoothly. When a new client is added in HoneyBook, this workflow will immediately notify you by sending a direct message in Slack. It's a seamless way to keep your team updated and improve client communication. Enhance your workflow without worrying about manual updates; let this process do it for you.
Stay connected with your clients more smoothly. When a new client is added in HoneyBook, this workflow will immediately notify you by sending a direct message in Slack. It's a seamless way to keep your team updated and improve client communication. Enhance your workflow without worrying about manual updates; let this process do it for you.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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
