HoneyBook + Streak

HoneyBook + Streak integrations

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.

When this happens...
New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
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Create New BoxCreate a new box.
ActionWrite

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More things you can do with HoneyBook and Streak

Discover other triggers and actions you can use with HoneyBook and Streak

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
- Stage
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

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About Streak

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

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