HoneyBook + Zapier Tables
Create new Zapier Tables records every time new clients are created in HoneyBook
Simplify your workflow after onboarding a new client with this HoneyBook and Zapier Tables integration. When a new client is added in HoneyBook, a corresponding record will be instantly created in Zapier Tables, ensuring your database remains up-to-date. Let this automation handle your data entry tasks, freeing up more of your time to attend to your clients' needs.
Simplify your workflow after onboarding a new client with this HoneyBook and Zapier Tables integration. When a new client is added in HoneyBook, a corresponding record will be instantly created in Zapier Tables, ensuring your database remains up-to-date. Let this automation handle your data entry tasks, freeing up more of your time to attend to your clients' needs.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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
