HoneyBook + Zenler
Create new Zenler users when new clients are added in HoneyBook
When a new client is added in HoneyBook, ensuring they're properly set up in your Zenler system might feel like a daunting task. This workflow can simplify the process by automatically setting up the new client as a user in Zenler. This will ensure a seamless onboarding experience for the client while saving you time and eliminating potential errors. Automate your client management process with this efficient and easy solution.
When a new client is added in HoneyBook, ensuring they're properly set up in your Zenler system might feel like a daunting task. This workflow can simplify the process by automatically setting up the new client as a user in Zenler. This will ensure a seamless onboarding experience for the client while saving you time and eliminating potential errors. Automate your client management process with this efficient and easy solution.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create User
Creates a new user in your Zenler site.
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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
Course Complete
Triggers when a student completes a course.
Try It
