HoneyBook + Notion

Create Notion database items for new HoneyBook clients

Streamline your client onboarding process with this efficient workflow. As soon as a new client is added in HoneyBook, a new database item will be generated in Notion instantly, ensuring you never miss out on details. This automation will keep your databases updated in real-time and make your client tracking more organized and hassle-free. Perfect for businesses looking to enhance their customer management system.

Streamline your client onboarding process with this efficient workflow. As soon as a new client is added in HoneyBook, a new database item will be generated in Notion instantly, ensuring you never miss out on details. This automation will keep your databases updated in real-time and make your client tracking more organized and hassle-free. Perfect for businesses looking to enhance their customer management system.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • DatabaseRequired

    Trigger
    Scheduled
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management