Bonjoro + HoneyBook

Bonjoro + HoneyBook integrations

Create tasks in Bonjoro when new clients are created in HoneyBook

Boost your customer engagement once a new client is onboarded on HoneyBook. This automation workflow sets up a task in Bonjoro each time a client is created in HoneyBook, allowing you to personalize your welcome message and strengthen your relationship with clients right from the start. Streamline your processes and ensure every new client receives immediate attention without any manual intervention.

When this happens...
Client CreatedTriggers when a new client is created in HoneyBook.
TriggerInstant
automatically do this!
Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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More things you can do with HoneyBook and Bonjoro

Discover other triggers and actions you can use with HoneyBook and Bonjoro

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Polling
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Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Polling
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- Email Address
  Required
- First Name
- Last Name
- Workspace
  Required
- Message Template
- Reason
Action
Write

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn moreLearn moreHelpHelp

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Customer Appreciation

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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add new Honeybook inquiries to your Bonjoro to-do list

Related Zap Templates

Add new Honeybook inquiries to your Bonjoro to-do list