Invite clients in Nudge Coach for every new payment paid in HoneyBook
Streamline your process with this efficient and responsive workflow. When you receive a new payment in HoneyBook, it will promptly invite your clients in Nudge Coach. This seamless automation helps you save time and provides instant client engagement, enhancing your customer service experience.
Streamline your process with this efficient and responsive workflow. When you receive a new payment in HoneyBook, it will promptly invite your clients in Nudge Coach. This seamless automation helps you save time and provides instant client engagement, enhancing your customer service experience.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Invite Clients
Invites clients to connect to my coach 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
User Added to My Coach Account
Triggers when a user is added to my coach account.
Try It