Manage new HoneyBook projects by creating or updating records in Airtable
Manage your new HoneyBook projects more efficiently with this workflow. Whenever you book a new project in HoneyBook, it will update or create a record for it in your Airtable. This process ensures your Airtable is always up-to-date with the latest project information, saving you time and keeping everything organized.
Manage your new HoneyBook projects more efficiently with this workflow. Whenever you book a new project in HoneyBook, it will update or create a record for it in your Airtable. This process ensures your Airtable is always up-to-date with the latest project information, saving you time and keeping everything organized.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- 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