HoneyBook + Toggl Track
Create new Toggl Track clients from newly booked HoneyBook projects
Keep your project management smooth and efficient with this workflow. When a new project is booked in HoneyBook, this automation creates a corresponding client in the Toggl Track app. By doing so, the workflow eliminates the need for repetitive manual data input, ensuring that your client information remains consistent and up-to-date across both platforms.
Keep your project management smooth and efficient with this workflow. When a new project is booked in HoneyBook, this automation creates a corresponding client in the Toggl Track app. By doing so, the workflow eliminates the need for repetitive manual data input, ensuring that your client information remains consistent and up-to-date across both platforms.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Creates a new client with provided name.
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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
