HoneyBook + Things
Create to-dos in Things for new inquiries in HoneyBook
Stay organized and efficient with this seamless automation. Whenever a new inquiry arrives in HoneyBook, a corresponding to-do item will be instantly created in the Things app. This workflow helps you ensure no inquiry goes unnoticed, bringing structure to your process and taking a step towards more efficient customer engagement.
Stay organized and efficient with this seamless automation. Whenever a new inquiry arrives in HoneyBook, a corresponding to-do item will be instantly created in the Things app. This workflow helps you ensure no inquiry goes unnoticed, bringing structure to your process and taking a step towards more efficient customer engagement.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create To-Do
Adds a new to-do to your Things Inbox.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
