HoneyBook + Stan
Create new HoneyBook projects for every new customer in Stan
Streamline your client onboarding with this efficient workflow. Experience seamless integration between Stan and HoneyBook, where any new customer added to the Stan app will instantly trigger the creation of a project in your HoneyBook app. This automated process saves you time, allowing you to focus on the essentials of growing your client relationships and business.
Streamline your client onboarding with this efficient workflow. Experience seamless integration between Stan and HoneyBook, where any new customer added to the Stan app will instantly trigger the creation of a project in your HoneyBook app. This automated process saves you time, allowing you to focus on the essentials of growing your client relationships and business.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Project
Create a new project in HoneyBook
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- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItNew 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 It
Cancelled Membership
Triggers when a customer cancels their membership.
Try ItClient 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 It
