HoneyBook + Square
Create HoneyBook projects for new Square customers
This workflow springs into action whenever a new customer is added in Square, seamlessly generating a fresh project in HoneyBook. This streamlines your client onboarding process, saving time and reducing manual data entry. Experience a more efficient way to transfer customer data directly into project management with this automation.
This workflow springs into action whenever a new customer is added in Square, seamlessly generating a fresh project in HoneyBook. This streamlines your client onboarding process, saving time and reducing manual data entry. Experience a more efficient way to transfer customer data directly into project management with this automation.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Project
Create a new project in HoneyBook
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About HoneyBook
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
