HoneyBook + Stripe
Create new Stripe customers whenever new clients are added in HoneyBook
Easily accommodate new clients from HoneyBook by immediately creating a corresponding customer in Stripe. This workflow initiates when you add a new client in HoneyBook, seamlessly copying their vital information over to Stripe. This efficient automation not only saves you precious time but also ensures the consistency of client information across both platforms.
Easily accommodate new clients from HoneyBook by immediately creating a corresponding customer in Stripe. This workflow initiates when you add a new client in HoneyBook, seamlessly copying their vital information over to Stripe. This efficient automation not only saves you precious time but also ensures the consistency of client information across both platforms.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Customer
Creates a new customer.
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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
