Create records in Airtable for every new client created in HoneyBook
Designed to streamline your workflow, this integration activates whenever a new client is added in HoneyBook. It promptly creates a corresponding record in your Airtable application, keeping your databases up-to-date and connected. Simultaneously, this process eliminates any manual data entry, increasing efficiency and accuracy within your client management tasks. This setup truly enhances your ability to manage and track client information across platforms.
Designed to streamline your workflow, this integration activates whenever a new client is added in HoneyBook. It promptly creates a corresponding record in your Airtable application, keeping your databases up-to-date and connected. Simultaneously, this process eliminates any manual data entry, increasing efficiency and accuracy within your client management tasks. This setup truly enhances your ability to manage and track client information across platforms.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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