HoneyBook + Square
Create Square customers for new HoneyBook projects
Efficiently manage your clients by connecting HoneyBook and Square. With this workflow, when a new project is booked in HoneyBook, a customer is created in Square, keeping your client information up-to-date and organized. This seamless connection offers a smooth onboarding experience, saving you valuable time and reducing manual data entry.
Efficiently manage your clients by connecting HoneyBook and Square. With this workflow, when a new project is booked in HoneyBook, a customer is created in Square, keeping your client information up-to-date and organized. This seamless connection offers a smooth onboarding experience, saving you valuable time and reducing manual data entry.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Customer
Triggers when a new customer is created.
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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
New Appointment
Triggers when a new appointment is created.
Try It
