HoneyBook + Square
Create paid orders in Square for new clients in HoneyBook
Streamline your order processing with this workflow. When a new client is added in HoneyBook, it will simultaneously create a paid order in Square. This simplifies your sales process, minimizes data entry tasks, and ensures immediate transaction processing. Keep your focus on providing outstanding service, while this automation handles the administrative work for you.
Streamline your order processing with this workflow. When a new client is added in HoneyBook, it will simultaneously create a paid order in Square. This simplifies your sales process, minimizes data entry tasks, and ensures immediate transaction processing. Keep your focus on providing outstanding service, while this automation handles the administrative work for you.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Paid Order
Creates an externally paid and completed order.
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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
New Appointment
Triggers when a new appointment is created.
Try It
