HoneyBook + Wave
Create Wave sales records from new HoneyBook inquiries
Effortlessly keep track of new client inquiries and sales with this HoneyBook and Wave integration. When a new inquiry is received in HoneyBook, this workflow will create a record of the sale in Wave, ensuring your financial records are always up-to-date. Stay organized and save time with this seamless process.
Effortlessly keep track of new client inquiries and sales with this HoneyBook and Wave integration. When a new inquiry is received in HoneyBook, this workflow will create a record of the sale in Wave, ensuring your financial records are always up-to-date. Stay organized and save time with this seamless process.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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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
