HoneyBook + OpenPhone
Update OpenPhone contacts when HoneyBook project stages change
Experience seamless project management with this workflow. When a project stage changes in HoneyBook, it initiates an update or creation of a contact in OpenPhone. This automation ensures all updates align across platforms, improving the efficiency of your project handling and making sure no major stage changes go unnoticed.
Experience seamless project management with this workflow. When a project stage changes in HoneyBook, it initiates an update or creation of a contact in OpenPhone. This automation ensures all updates align across platforms, improving the efficiency of your project handling and making sure no major stage changes go unnoticed.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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
Select Phone NumbersRequired
Try It
