Airtable + HoneyBook
Manage new HoneyBook inquiries by creating or updating records in Airtable
Boost efficiency and connectivity between HoneyBook and Airtable with this workflow. Whenever a new inquiry occurs in HoneyBook, this workflow swiftly updates or creates an equivalent record in Airtable. This seamless process enables accurate tracking and swift follow-ups with inquiries, optimizing your business's response speed and accuracy.
Boost efficiency and connectivity between HoneyBook and Airtable with this workflow. Whenever a new inquiry occurs in HoneyBook, this workflow swiftly updates or creates an equivalent record in Airtable. This seamless process enables accurate tracking and swift follow-ups with inquiries, optimizing your business's response speed and accuracy.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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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
