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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.

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.

  1. When this happens...
    HoneyBookHoneyBook
    New Payment Paid

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

    TriggerInstant
  2. automatically do this!
    ThingsThings
    Create To-Do

    Adds a new to-do to your Things Inbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

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

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

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

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • TitleRequired

    • Note

    Action
    Write
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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things logo
things logo

About Things

Things is an award-winning personal task manager for Mac and iOS that helps you achieve your goals.

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