HoneyBook + TextMagic

Send SMS messages to HoneyBook clients when proposals have been sent

When this happens
Step 1: Project Stage Changed
Then do this
Step 2: Send 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

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

Apps involved

HoneyBook
TextMagic

Try this template

Supported triggers and actions

What does this mean?

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant

New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant

New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant

TextMagic
Creates a new contact (or optionally edits an existing one).
Scheduled
Action
TextMagic
Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.
Scheduled
Action
TextMagic
Creates a new list.
Scheduled
Action
TextMagic
Removes contact from the specified list. WARNING: Contacts cannot exist without any lists. If you remove a contact from all lists, it will be deleted completely from your account.
Scheduled
Action
TextMagic
Changes forwarding number on your dedicated number.
Scheduled
Action
TextMagic
Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.
Scheduled
Action
TextMagic
Retrieves additional information about an email address: mailbox detection, syntax checks, DNS validation, deliverability status, and many more helpful values.
Scheduled
Action
TextMagic
Sends a new message.
Scheduled
Action
TextMagic
Updates contact custom field value.
Scheduled
Action
TextMagic
Finds an existing contact by name or phone number.
Scheduled
Action
TextMagic
Finds an existing contact list by name.
Scheduled
Action
TextMagic
Finds or creates a specific find contact.
Scheduled
Action
TextMagic
Finds or creates a specific find list.
Scheduled
Action