HoneyBook + Sunsama
Create tasks in Sunsama for new inquiries in HoneyBook
When a new inquiry pops up in HoneyBook, this workflow enables Sunsama to instantly create a task. It enhances productivity by streamlining the process, saving time and leading to efficient task handling. Using the same language as HoneyBook and Sunsama, this automation ensures seamless communication between both applications, allowing you to stay on top of your work.
When a new inquiry pops up in HoneyBook, this workflow enables Sunsama to instantly create a task. It enhances productivity by streamlining the process, saving time and leading to efficient task handling. Using the same language as HoneyBook and Sunsama, this automation ensures seamless communication between both applications, allowing you to stay on top of your work.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Task
Creates a new task in Sunsama.
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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
