HoneyBook + Microsoft Outlook
Create events in Microsoft Outlook for new HoneyBook projects
Stay organized and never miss an important event with this workflow between HoneyBook and Microsoft Outlook. Whenever a new project is booked in HoneyBook, an event will be created in your Microsoft Outlook calendar. This automation streamlines your scheduling process, saving time and ensuring all essential project details are included in your calendar events.
Stay organized and never miss an important event with this workflow between HoneyBook and Microsoft Outlook. Whenever a new project is booked in HoneyBook, an event will be created in your Microsoft Outlook calendar. This automation streamlines your scheduling process, saving time and ensuring all essential project details are included in your calendar events.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
