HoneyBook + Wave
Create new Wave customers from newly created HoneyBook clients
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates a corresponding customer profile in Wave. This automation ensures you're maintaining consistent client information across all your financial records, saving you time and reducing manual data entry tasks.
Streamline your client management process with this workflow. When a new client is added in HoneyBook, it instantly creates a corresponding customer profile in Wave. This automation ensures you're maintaining consistent client information across all your financial records, saving you time and reducing manual data entry tasks.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- 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
