HoneyBook + Slite
Create new Slite docs from new HoneyBook projects
Streamline your project management tasks with this integration between HoneyBook and Slite. Whenever a new project is marked as booked in HoneyBook, a corresponding document is instantly created in Slite. This automation reduces manual data input and helps maintain an organized workspace, increasing your operational efficiency. Focus on the essential areas of your project rather than worrying about file organization.
Streamline your project management tasks with this integration between HoneyBook and Slite. Whenever a new project is marked as booked in HoneyBook, a corresponding document is instantly created in Slite. This automation reduces manual data input and helps maintain an organized workspace, increasing your operational efficiency. Focus on the essential areas of your project rather than worrying about file organization.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Doc
Creates a doc inside a parent doc or private channel.
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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
QuestionRequired
Parent Doc ID
