HoneyBook + TextMagic SMS

Send SMS messages to HoneyBook clients when proposals have been sent

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.

When this happens...
Project Stage Changed
Triggers when a project manually or automatically changes its stage.
TriggerInstant
automatically do this!
Send Message
Sends a new message.
ActionWrite

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Supported triggers and actions

What does this mean?

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
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New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
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- ListRequired
- ContactRequired
Action
Write
- ListRequired
- ContactRequired
Action
Write

- PhoneRequired
  Phone number in E.164 (international) or in National format.
- Country
  Phone number country code. This option must be specified only if the phone number in a National format.
Action
Write
- TextRequired
- Phones
  You should specify at least one phone number, contact or list. Phone numbers should be entered in the international E.164 format (without a plus sign) or in the local format.
- Contacts
  Message will be sent to these contacts.
- Lists
  Message will be sent to these lists.
- From
  One of allowed Sender ID (phone number or alphanumeric sender ID). If specified Sender ID is not allowed for some destinations, a fallback default Sender ID will be used to ensure delivery.
- Maximum SMS Parts Count
  Messages that are greater than this amount will be trimmed.
- Reference ID
  Optional custom message reference ID which can be used in your application infrastructure.
- Phone Numbers Format
  Please choose the format in which your phone numbers will be submitted.
- Phone Numbers Country
  If your phone numbers are in the local format, please choose the default origin country of your numbers.
- Schedule Message
  Schedule message to a specific date/time. This time is relative to Timezone field.
- Timezone
  Timezone of the Schedule Message field value. If not specified, your TextMagic account timezone will be used.
Action
Write
- Api Docs Info
  API docs for TextMagic SMS are located here https://www.textmagic.com/docs/api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Search or write

New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Write
- Name
- Shared
  Should this list be shared with sub-accounts.
Action
Write
- Dedicated NumberRequired
  Your TextMagic dedicated number.
- Forward Calls ToRequired
  Calls to selected TextMagic number will be forwarded to this phone. Phone number should be entered in international format without the plus sign (e.g. 447624800500).
Action
Write
- EmailRequired
  Email address.
Action
Write
- Custom FieldRequired
  Custom Field ID.
- ContactRequired
  Contact ID.
- Custom Field Value
  Desired custom field value.
Action
Write
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
Action
Search
- Contact Name or Phone
  Please specify a name or a number that you are searching for.
- Exact Match
  Return only exact search match instead of approximate search matches.
- Include Shared Contacts?
- Phone Number Format
  Please choose the format in which your phone number will be submitted.
- Country
  If contact phone number is in the local format, please choose the default origin country of contact number.
- PhoneRequired
  Contact phone number in the international E.164 format (without a plus sign) or in the local format.
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
  Assign contact to these lists.
- Edit Existing Contact When Found
  If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
Action
Search or write

About HoneyBook

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

Learn more

Related categories

CRM (Customer Relationship Management)

About TextMagic SMS

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

Learn more

Related categories

Phone & SMS

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HoneyBook + TextMagic SMS

Send SMS messages to HoneyBook clients when proposals have been sent

New Inquiry

New Project Booked

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Missed Call

New Unsubscriber

Add Contact to List

ListRequired

ContactRequired

Remove Contact From List

ListRequired

ContactRequired

Look Up Phone Number

PhoneRequired

Country

Send Message

TextRequired

Phones

Contacts

Lists

From

Maximum SMS Parts Count

Reference ID

Phone Numbers Format

Phone Numbers Country

Schedule Message

Timezone

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find List

List Name

Include Shared Lists?

Find or Create List

List Name

Include Shared Lists?

Name

Shared

New Payment Paid

Project Stage Changed

New Incoming Call

New Incoming Message

Create Contact

PhoneRequired

First Name

Last Name

Email

Company Name

ListsRequired

Phone Number Format

Country

Edit Existing Contact When Found

Create List

Name

Shared

Change Forwarding Number

Dedicated NumberRequired

Forward Calls ToRequired

Look Up Email

EmailRequired

Set Custom Field Value

Custom FieldRequired

ContactRequired

Custom Field Value

Find Contact

Contact Name or Phone

Exact Match

Include Shared Contacts?