HoneyBook + Zoom
Create Zoom meetings for new HoneyBook projects booked
Speed up the process of scheduling client meetings when a new project is booked in HoneyBook. With this automation, a Zoom meeting will be instantly created the moment a new project is booked. No more manual entries or switching between platforms. Align your business operations with the growth of your projects and never miss out on any discussion.
Speed up the process of scheduling client meetings when a new project is booked in HoneyBook. With this automation, a Zoom meeting will be instantly created the moment a new project is booked. No more manual entries or switching between platforms. Align your business operations with the growth of your projects and never miss out on any discussion.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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
