HoneyBook + Microsoft Outlook
Create events in Microsoft Outlook for new inquiries in HoneyBook
Effortlessly manage your business interactions and schedule with this workflow. When a new inquiry comes in via HoneyBook, an event is created in Microsoft Outlook. This streamlines your business processes by enhancing coordination and reducing manual data entry. Perfect for those who want to increase productivity by managing their time and communication efficiently.
Effortlessly manage your business interactions and schedule with this workflow. When a new inquiry comes in via HoneyBook, an event is created in Microsoft Outlook. This streamlines your business processes by enhancing coordination and reducing manual data entry. Perfect for those who want to increase productivity by managing their time and communication efficiently.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- 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
