Send emails in Gmail for new projects booked in HoneyBook
Save time and streamline your client onboarding process with this efficient workflow. When a new project is booked in HoneyBook, an email is automatically sent using your Gmail account to the client, keeping them informed and engaged. Stay organized and maintain clear communication with your clients with this seamless automation.
Save time and streamline your client onboarding process with this efficient workflow. When a new project is booked in HoneyBook, an email is automatically sent using your Gmail account to the client, keeping them informed and engaged. Stay organized and maintain clear communication with your clients with this seamless automation.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
Label or mailbox
Search keywords
Try It