Badger Maps + HoneyBook
Create new Badger Maps accounts when new clients are added in HoneyBook
Manage your business relationships with ease with this useful workflow. When a new client is added in HoneyBook, it prompts the creation of a new account in Badger Maps. This seamless process not only helps you consolidate your client information in one place but also provides a smooth and efficient way to maintain your client portfolios. Enhance your customer management strategy by making information tracking simpler and quicker.
Manage your business relationships with ease with this useful workflow. When a new client is added in HoneyBook, it prompts the creation of a new account in Badger Maps. This seamless process not only helps you consolidate your client information in one place but also provides a smooth and efficient way to maintain your client portfolios. Enhance your customer management strategy by making information tracking simpler and quicker.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Account
Creates a new account.
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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
New Account
Triggers when you or a user you manage creates an Account.
Try It
