HoneyBook + TidyCal

Create new HoneyBook projects from new TidyCal bookings

Keep your project management streamlined and efficient with this workflow that activates when you have a new booking in TidyCal. To save you time, this automation creates a project in your HoneyBook app instantly. This simplifies your process, making it easier than ever to stay organized and on top of your schedule.

When this happens...
New Booking
Triggers when a booking is created.
TriggerPolling
automatically do this!
Create Project
Create a new project in HoneyBook
ActionWrite

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Supported triggers and actions

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
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Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
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New Contact
Triggers when a contact is added.
Trigger
Polling
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- TeamRequired
Trigger
Polling
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Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

New Booking
Triggers when a booking is created.
Trigger
Polling
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New Booking Type
Lists the booking types.
Trigger
Polling
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New Team
Lists the teams.
Trigger
Polling
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- TeamRequired
Trigger
Polling
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New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write