HoneyBook + Zapier Tables
Create new records in Zapier Tables for each new inquiry in HoneyBook
When a new inquiry is received in HoneyBook, this workflow instantly creates a corresponding record in Tables by Zapier. This smooth process allows you to maintain a well-organized database in real time without any manual input. It solves the problem of tracking and sorting every individual inquiry by stashing each one into a structured format for easy access and analysis.
When a new inquiry is received in HoneyBook, this workflow instantly creates a corresponding record in Tables by Zapier. This smooth process allows you to maintain a well-organized database in real time without any manual input. It solves the problem of tracking and sorting every individual inquiry by stashing each one into a structured format for easy access and analysis.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Record
Creates a new record on a table.
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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
