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.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create New Box
Create a new box.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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 ItFull NameRequired
EmailRequired
Address
Phone Number
