HoneyBook + Wave
Create new Wave customers from newly created HoneyBook clients
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates a corresponding customer profile in Wave. This automation ensures you're maintaining consistent client information across all your financial records, saving you time and reducing manual data entry tasks.
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates a corresponding customer profile in Wave. This automation ensures you're maintaining consistent client information across all your financial records, saving you time and reducing manual data entry tasks.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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
