Send emails in Microsoft Outlook for new payments paid in HoneyBook
When a new payment is received in HoneyBook, streamline your process by promptly sending an email notification via Microsoft Outlook. This workflow ensures you stay organized by keeping track of financial transactions in real time, and helps you maintain seamless communication about payment updates without manually monitoring your HoneyBook account. Establish a more productive and efficient workspace by integrating HoneyBook with your Microsoft Outlook.
When a new payment is received in HoneyBook, streamline your process by promptly sending an email notification via Microsoft Outlook. This workflow ensures you stay organized by keeping track of financial transactions in real time, and helps you maintain seamless communication about payment updates without manually monitoring your HoneyBook account. Establish a more productive and efficient workspace by integrating HoneyBook with your Microsoft Outlook.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Send Email
Send an email from your Outlook account.
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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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It