HoneyBook + Xero

Create or update Xero contacts when new clients are created in HoneyBook

Speed up your bookkeeping process with this effective workflow. When a new client is added in HoneyBook, it automatically generates or updates a contact in Xero. This streamlines your client management, ensuring your contact information is always up to date across both platforms. Save time and reduce manual data entry, allowing you to focus on growing your business.

Speed up your bookkeeping process with this effective workflow. When a new client is added in HoneyBook, it automatically generates or updates a contact in Xero. This streamlines your client management, ensuring your contact information is always up to date across both platforms. Save time and reduce manual data entry, allowing you to focus on growing your business.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • OrganizationRequired

    Trigger
    Polling
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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