Airtable + HoneyBook
Create records in Airtable from new inquiries in HoneyBook
When a new inquiry arrives in HoneyBook, this workflow ensures that a corresponding record is immediately created in Airtable. Stay organized and never miss a beat by tracking your inquires in a streamlined and efficient system. Automate the process, save time and focus more on client servicing.
When a new inquiry arrives in HoneyBook, this workflow ensures that a corresponding record is immediately created in Airtable. Stay organized and never miss a beat by tracking your inquires in a streamlined and efficient system. Automate the process, save time and focus more on client servicing.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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
BaseRequired
TableRequired
Limit to View
Include file contents?
Try It
