HoneyBook + Slack
Create reminders in Slack for every new client created in HoneyBook
This workflow starts when a new client is created in HoneyBook. It promptly creates a reminder in Slack so you never miss a follow up or important task related to your new client. It ensures all team members are notified and tasks are attended to in a timely manner, enhancing efficiency and customer relationships.
This workflow starts when a new client is created in HoneyBook. It promptly creates a reminder in Slack so you never miss a follow up or important task related to your new client. It ensures all team members are notified and tasks are attended to in a timely manner, enhancing efficiency and customer relationships.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Reminder
Adds a reminder for yourself or a teammate, just like the
/remindslash command.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
