HoneyBook + Square
Add new HoneyBook inquiries as customers in Square
Effortlessly manage your customer base by connecting HoneyBook and Square with this seamless workflow. Whenever a new inquiry comes in through HoneyBook, this automation will create a customer in the Square app, ensuring all your potential clients are effectively tracked and organized. Save time and stay organized by letting this integration keep your customer data up-to-date.
Effortlessly manage your customer base by connecting HoneyBook and Square with this seamless workflow. Whenever a new inquiry comes in through HoneyBook, this automation will create a customer in the Square app, ensuring all your potential clients are effectively tracked and organized. Save time and stay organized by letting this integration keep your customer data up-to-date.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
New Appointment
Triggers when a new appointment is created.
Try It
