HoneyBook + Square
Create Square orders for new HoneyBook payments
Easily streamline your payment processing with this efficient workflow that connects HoneyBook and Square. When a new payment is made in HoneyBook, an order will be created in Square, allowing you to keep track of your transactions and manage your financial records more effectively. Save time and ensure accuracy by automating this crucial aspect of your payment management.
Easily streamline your payment processing with this efficient workflow that connects HoneyBook and Square. When a new payment is made in HoneyBook, an order will be created in Square, allowing you to keep track of your transactions and manage your financial records more effectively. Save time and ensure accuracy by automating this crucial aspect of your payment management.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Paid Order
Creates an externally paid and completed order.
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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
