HoneyBook + Stan
Create new HoneyBook clients from new Stan customers
Improve your client management efficiency with this workflow. Whenever a new customer starts using your Stan app, it triggers an updated client record in HoneyBook. This process ensures that all essential client information is handy in HoneyBook, saving you both time and effort in data entry. A solution that smoothen your Stan and HoneyBook communication for better business management.
Improve your client management efficiency with this workflow. Whenever a new customer starts using your Stan app, it triggers an updated client record in HoneyBook. This process ensures that all essential client information is handy in HoneyBook, saving you both time and effort in data entry. A solution that smoothen your Stan and HoneyBook communication for better business management.
- 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 Client
Create a new client 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
