HoneyBook + Wave
Create new Wave customers from booked HoneyBook projects
Easily manage your finances by connecting HoneyBook and Wave with this seamless workflow. When a new project is booked in HoneyBook, this automation will create a customer in Wave, keeping your client information and financial records effortlessly up to date. Say goodbye to manual data entry and enjoy a more organized and efficient business experience.
Easily manage your finances by connecting HoneyBook and Wave with this seamless workflow. When a new project is booked in HoneyBook, this automation will create a customer in Wave, keeping your client information and financial records effortlessly up to date. Say goodbye to manual data entry and enjoy a more organized and efficient business experience.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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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
