HoneyBook + Zappycards
Enroll clients in ZappyFlow when new payments are made in HoneyBook
Following up with clients after payments can easily slip through the cracks. This workflow activates when a new payment is marked as paid in HoneyBook and automatically sends the client a review request via ZappyFlow, helping you gather valuable Google reviews and strong client relationships without extra effort.
Following up with clients after payments can easily slip through the cracks. This workflow activates when a new payment is marked as paid in HoneyBook and automatically sends the client a review request via ZappyFlow, helping you gather valuable Google reviews and strong client relationships without extra effort.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Enroll Customer
Creates a customer in the system and enrolls it to campaign
- Free forever for core features
- 14 day trial for premium features & apps
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
First Name
Last Name
Email
Phone
Source
Customer Id
Address Line 1
Address Line 2
City
State
Country
Zipcode
Notes
