HoneyBook + You Need A Budget
Create transactions in You Need A Budget for new payments in HoneyBook
Keep track of your finances seamlessly with this workflow. When you receive a new payment in HoneyBook, a matching transaction will be created in You Need A Budget. This way, every single payment recorded in HoneyBook reflects in your budget, keeping your financial records accurate and up-to-date. Benefit from this solution that reduces manual data entry and enhances the efficiency of managing your finances.
Keep track of your finances seamlessly with this workflow. When you receive a new payment in HoneyBook, a matching transaction will be created in You Need A Budget. This way, every single payment recorded in HoneyBook reflects in your budget, keeping your financial records accurate and up-to-date. Benefit from this solution that reduces manual data entry and enhances the efficiency of managing your finances.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Transaction
Creates a new transaction.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
Balance Below AmountRequired
Try It
