HoneyBook + TidyCal
Create new HoneyBook clients from new TidyCal contacts
Streamline your workflow with this automation that links TidyCal and HoneyBook. Whenever you add a new contact in TidyCal, this integration ensures the contact data is transferred to HoneyBook, setting them up as a new client. Save time and reduce manual data entry errors by letting this workflow handle the job. The results? A smoother, more efficient process to manage your contacts and clients.
Streamline your workflow with this automation that links TidyCal and HoneyBook. Whenever you add a new contact in TidyCal, this integration ensures the contact data is transferred to HoneyBook, setting them up as a new client. Save time and reduce manual data entry errors by letting this workflow handle the job. The results? A smoother, more efficient process to manage your contacts and clients.
- When this happens...New Contact
Triggers when a contact is added.
- automatically do this!Create Client
Create a new client in HoneyBook
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItNew Contact
Triggers when a contact is added.
Try ItNew Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
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New Booking
Triggers when a booking is created.
Try ItClient Created
Triggers when a new client is created in HoneyBook.
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.
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