Connecteam + HoneyBook
Create shifts in Connecteam for new projects booked in HoneyBook
When a new project is booked in HoneyBook, ensure your team is aligned and ready to start work by creating a shift in Connecteam. This integration lets you streamline your project management tasks, as fresh bookings instantly result in new shifts tailored for your team's needs. Efficiently manage manpower resources and save time for more productive tasks with this workflow.
When a new project is booked in HoneyBook, ensure your team is aligned and ready to start work by creating a shift in Connecteam. This integration lets you streamline your project management tasks, as fresh bookings instantly result in new shifts tailored for your team's needs. Efficiently manage manpower resources and save time for more productive tasks with this workflow.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Shift
Creates a new shift in a scheduler
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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
