HoneyBook + Stan
Create new HoneyBook projects for every new Stan customer
Begin a new project in HoneyBook as soon as you secure a new client in Stan. This workflow will streamline the process, saving you time and ensuring that the transition between acquiring a client and starting their project is seamless. Stay organized, efficient and ready to start all your new assignments without delay.
Begin a new project in HoneyBook as soon as you secure a new client in Stan. This workflow will streamline the process, saving you time and ensuring that the transition between acquiring a client and starting their project is seamless. Stay organized, efficient and ready to start all your new assignments without delay.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Project
Create a new project in HoneyBook
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItNew 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 It
Cancelled Membership
Triggers when a customer cancels their membership.
Try ItClient 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 It
