Harvest + HoneyBook
Create new Harvest clients from newly booked HoneyBook projects
Organize your client management by connecting HoneyBook and Harvest. With this workflow, when a new project is booked in HoneyBook, it'll create a corresponding client in Harvest. Save time on data entry, get an organized client list, and streamline your project booking system with this simple yet effective automation.
Organize your client management by connecting HoneyBook and Harvest. With this workflow, when a new project is booked in HoneyBook, it'll create a corresponding client in Harvest. Save time on data entry, get an organized client list, and streamline your project booking system with this simple yet effective automation.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Creates a Client
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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
Invoice Paid
Triggers when an invoice is fully paid.
Try It
