HoneyBook + TidyCal
Create new HoneyBook projects from new TidyCal bookings
Keep your project management streamlined and efficient with this workflow that activates when you have a new booking in TidyCal. To save you time, this automation creates a project in your HoneyBook app instantly. This simplifies your process, making it easier than ever to stay organized and on top of your schedule.
Keep your project management streamlined and efficient with this workflow that activates when you have a new booking in TidyCal. To save you time, this automation creates a project in your HoneyBook app instantly. This simplifies your process, making it easier than ever to stay organized and on top of your schedule.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Project
Create a new project 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.
Try It
