HoneyBook + Stan
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.
- When this happens...New CustomerTriggers 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 ProjectCreate a new project in HoneyBook
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- 14 day trial for premium features & apps
More things you can do with Stan and HoneyBook
Discover other triggers and actions you can use with Stan and HoneyBook
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant
- Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItTriggerPolling - Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItTriggerInstant - Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant
