Airtable + HoneyBook
Create records in Airtable for new payments made in HoneyBook
Whenever a new payment comes through HoneyBook, let this workflow simplify your tracking by creating a record in Airtable instantly. Eliminate manual data input and ensure you have up-to-date payment records across your systems. This automation not only saves time but also enhances the accuracy of your financial records.
Whenever a new payment comes through HoneyBook, let this workflow simplify your tracking by creating a record in Airtable instantly. Eliminate manual data input and ensure you have up-to-date payment records across your systems. This automation not only saves time but also enhances the accuracy of your financial records.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
