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HoneyBook + Streak

Create new Streak boxes from newly booked HoneyBook projects

Take the hassle out of project management with this simplified workflow. When a new project is booked in HoneyBook, a corresponding box is instantly created in Streak. This seamless connection not only enhances your project organization but also streamlines your team's workflow, making project tracking effortless and efficient.

Take the hassle out of project management with this simplified workflow. When a new project is booked in HoneyBook, a corresponding box is instantly created in Streak. This seamless connection not only enhances your project organization but also streamlines your team's workflow, making project tracking effortless and efficient.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    TriggerInstant
  2. automatically do this!
    StreakStreak
    Create New Box

    Create a new box.

    ActionWrite
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Supported triggers and actions

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

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • PipelineRequired

    Trigger
    Instant
    Try It
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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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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