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Frequently Asked Questions about HoneyBook + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and Notion
How do I connect HoneyBook with Notion?
To connect HoneyBook with Notion, you can use our automation platform to create a zap that links these two applications. You'll need to select a trigger from HoneyBook, such as 'New Project Created', and pair it with an action in Notion, like 'Create Database Item'. This allows data to flow seamlessly between the two services.
What kind of data can be transferred between HoneyBook and Notion?
You can transfer various types of data including project details, client information, status updates, and task lists. For example, when a new project is added in HoneyBook, you can set up an action to create a corresponding page or entry in Notion to maintain synchronization between your project management and documentation workflows.
Are there specific triggers available for integration?
Yes, popular triggers include 'New Project Created', 'Project Stage Changed', and 'New Task Added' in HoneyBook. These triggers activate specific actions in Notion like updating records or adding new items based on your defined workflow.
How often does the integration sync data?
The synchronization frequency depends on your plan. In general, our automations check for triggers every 5 to 15 minutes. As soon as a trigger event occurs in HoneyBook, the aligned action takes place promptly in Notion according to this interval.
Can I customize what happens when a trigger occurs?
Absolutely! You can customize actions by choosing different predefined actions available within our system or even apply filters so that only certain events trigger actions. This means if you want only VIP client projects from HoneyBook reflected in Notion, you can set those parameters precisely.
What should I do if my integration stops working?
If the integration stops working, first check your connections and ensure that both applications have authorized permissions. Review the zap configurations for any changes or errors. If issues persist, consult our support resources or contact our help desk for further assistance.
Do I need any coding skills to set up this integration?
No coding skills are required! Our platform provides an intuitive interface where you can set up zaps using simple point-and-click actions. The process is designed to be user-friendly so anybody with basic computer skills can establish useful automations without writing code.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Created
Triggers when a new client is created in HoneyBook.
Try It - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try It - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try It - Client Full NameRequired
- Client EmailRequired
- Address
- Phone Number