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.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    HoneyBookHoneyBook
    Create Project

    Create a new project in HoneyBook

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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square logo
square logo

About 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.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

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