Microsoft Excel + HoneyBook
Add new HoneyBook payments to Microsoft Excel rows for easy tracking
Effortlessly track your payments from HoneyBook in Microsoft Excel with this seamless workflow. Whenever a new payment is marked as paid in HoneyBook, this automation will add a row to your specified Excel table, ensuring an up-to-date and organized financial overview. Keep your focus on growing your business while this integration handles the payment tracking for you.
Effortlessly track your payments from HoneyBook in Microsoft Excel with this seamless workflow. Whenever a new payment is marked as paid in HoneyBook, this automation will add a row to your specified Excel table, ensuring an up-to-date and organized financial overview. Keep your focus on growing your business while this integration handles the payment tracking for you.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
