HoneyBook + Things
HoneyBook + Things
Create to-dos in Things for new HoneyBook payments
Stay on top of your finances by effortlessly managing your to-dos. With this automation, whenever you receive a new payment in HoneyBook, a corresponding to-do item will be created in the Things app, ensuring you never miss an important payment task. Streamline your workflow and keep your financial tasks organized with this efficient solution.
- When this happens...New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create To-DoAdds a new to-do to your Things Inbox.
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More things you can do with HoneyBook and Things
Discover other triggers and actions you can use with HoneyBook and Things
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
