HoneyBook + Square
Create new Square customers from new HoneyBook clients
Streamline your client onboarding process with this efficient workflow. When a new client is added in HoneyBook, this automation immediately creates a corresponding customer profile in your Square system. This not only saves time but also ensures data accuracy throughout your business tools.
Streamline your client onboarding process with this efficient workflow. When a new client is added in HoneyBook, this automation immediately creates a corresponding customer profile in your Square system. This not only saves time but also ensures data accuracy throughout your business tools.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Customer
Triggers when a new customer is created.
- Free forever for core features
- 14 day trial for premium features & apps
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
