HoneyBook + Xero

Create or update Xero contacts when new projects are booked in HoneyBook

Experience seamless business operations when a new project is booked in HoneyBook by automatically creating or updating the contact in Xero. This efficient workflow not only ensures your contacts are consistently updated, but also saves significant time in data entry. Stay organized and focus more on your projects with this automation.

Experience seamless business operations when a new project is booked in HoneyBook by automatically creating or updating the contact in Xero. This efficient workflow not only ensures your contacts are consistently updated, but also saves significant time in data entry. Stay organized and focus more on your projects with this automation.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

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

    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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