HoneyBook + Square

Create new HoneyBook projects from new Square invoices

Keep your project management streamlined and efficient with this workflow. When a new invoice arises in Square, it will immediately create a new project in your HoneyBook app. This ensures quick, timely updates and eliminates the need for manual data entry, giving you more time to focus on vital tasks for your business.

Keep your project management streamlined and efficient with this workflow. When a new invoice arises in Square, it will immediately create a new project in your HoneyBook app. This ensures quick, timely updates and eliminates the need for manual data entry, giving you more time to focus on vital tasks for your business.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    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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