HoneyBook + Tally
Create new HoneyBook projects from new Tally submissions
Streamline your project management with this workflow. Whenever a new submission is received in Tally, a corresponding project is instantly created in HoneyBook. This seamless integration not only saves time but also ensures that no information slips through the cracks, keeping your projects and data perfectly organized.
Streamline your project management with this workflow. Whenever a new submission is received in Tally, a corresponding project is instantly created in HoneyBook. This seamless integration not only saves time but also ensures that no information slips through the cracks, keeping your projects and data perfectly organized.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Project
Create a new project in HoneyBook
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Select a formRequired
Try ItNew 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
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
