HoneyBook + TaxJar
Track new HoneyBook payments by creating order transactions in TaxJar
Enhance your financial management with this seamless workflow. As soon as a payment is made in HoneyBook, it instantly creates a corresponding order transaction in TaxJar. This automation effectively streamlines your record-keeping process and saves valuable time, ensuring accuracy and efficiency in your transactions.
Enhance your financial management with this seamless workflow. As soon as a payment is made in HoneyBook, it instantly creates a corresponding order transaction in TaxJar. This automation effectively streamlines your record-keeping process and saves valuable time, ensuring accuracy and efficiency in your transactions.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create an Order Transaction
Creates a new order transaction in TaxJar via POST to the v2/transactions/orders API endpoint
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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
List Categories
Gets the latest product categories and corresponding tax codes from TaxJar via GET to the v2/categories API endpoint
