HoneyBook + NiceJob
Create or update persons in NiceJob when new clients are created in HoneyBook
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates or updates a person's record in NiceJob. This seamless process not only saves time by eliminating manual data entry, but also ensures your NiceJob records stay updated with the latest client information from HoneyBook. Achieve accuracy and efficiency with this simple automation.
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates or updates a person's record in NiceJob. This seamless process not only saves time by eliminating manual data entry, but also ensures your NiceJob records stay updated with the latest client information from HoneyBook. Achieve accuracy and efficiency with this simple automation.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try It
