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New Zapier actions and triggers

  • November 28, 2023
  • 5 replies
  • 172 views
HoneyBook Zapier integration announcement graphic showing new workflow automation actions and triggers
Kait former community manager
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HoneyBook and Zapier are now a more dynamic duo, with new Zapier actions and triggers. This means you can initiate actions both inside and outside HoneyBook, opening up exciting possibilities where one action can trigger more actions in a chain.

Let us know how you use HoneyBook + Zapier in the comments below!

Create a client in HoneyBook - Learn More

Automatically create a client in HoneyBook via a Zap from another tool you use.

💡Example: If you use HubSpot forms to collect leads, use the Zapier action to create a client in HoneyBook, too.

Create a project in HoneyBook - Learn More

Automatically create a project in HoneyBook via a Zap from another tool you use.

💡Example: Funnel inquiries you collect from another tool directly into HoneyBook so you can get to work right away.

Client created - Learn More

Trigger another tool you use to do something automatically every time a client is created in HoneyBook.

💡Example: Use this trigger to create a contact in Mailchimp every time a client is created in HoneyBook via your lead form or contact form.

 

5 replies

Tonisha J Stalnaker
Luminary
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I am so glad we can now move information INTO HB using Zapier! Whoop whoop!


Keane Angle

@Kait M - question for you, I’ve just started using Honeybook and I can smell the potential. However, I’ve noticed that when new clients or projects are created via Zapier, there isn’t an option to add an organization (company) to the new client. There also isn’t a way to create an automation on the Honeybook platform itself to create a new organization when a new client is added. I also noticed you don’t have an API where I can send a webhook request.

Am I incorrect in my assumptions?

If not, any plans to add any of these features?

I’d love to see a Honeybook product roadmap.


David Robinson

Hello @Kait M.

 

I love HB and Zapier and its great that they work together!

 

I have a premium account and paid for it looking to the future where I would have multiple companies all running on HB. However, it seems that there is only one zapier API key for the entire account and any zaps that create projects or clients are always created in the main company. There is no way to route the data to a second company.

 

This totally negates the benefits of having multiple companies. The best solution would be to enhance the honeybook functionality within zapier allowing us to choose the account and the company the action applies to. Adding in more fields like “lead source”, or any custom fields would be a huge improvement as well.


David Robinson

This is still a sticking point for me. I would love to have the functionality of HB and Zapier enhanced so that we can really leverage the power of both platforms.


Ronli
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  • Newcomer
  • June 19, 2024

This unfortunately does not help actually funnel information that should be automated into a google sheet for example.  There needs to be a way to use the form fields in the contracts and questionnaires to actually save time.  Right now you do not allow data field that actually are needed to fill out a client project details.  For example updating a row in a all projects google sheet that adds data as the client completes and submits their questionnaires.  Or allows for all fields added to a contract to be pulled into the same google sheet to keep all projects updated.