When this happens...
HoneyBookProject Stage Changed
Then do this...
TextMagicSend Message

Give your files a personal follow-up by automatically sending your clients a personalized text message letting them know you have just sent a proposal over, for them to review. Once set up, whenever a project stage status has changed in HoneyBook, TextMagic will send an SMS message to your client automatically.

Note: Adding a phone number field to your HoneyBook contact form will help ensure you can do text message follow up with your inquiries

How this HoneyBook-TextMagic integration works

  1. A new proposal is moved to the Proposal Sent stage on the HoneyBook pipeline (this is an automated auction in HoneyBook)
  2. TextMagic sends a customized text message to the client letting them know the proposal has been sent

Apps involved

  • HoneyBook
  • TextMagic

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When this happens...
then do this!
New Project Booked

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

Send Message

Sends a new message.

New Inquiry

Triggers when a new inquiry is created.

Create Contact

Creates a new contact.

New Payment Paid

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

Set Custom Field Value

Updates contact custom field value.

New Incoming Message

Triggers when a new incoming message is received.

Lookup Carrier Information

Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.

Project Stage Changed

Triggers when a project manually or automatically changes its stage.

Create List

Creates a new list.

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HoneyBook is a proactive platform for creative small businesses to create, review, and manage their business - all in one place.

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

See TextMagic Integrations