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Ability to add Automation to another companies project when added as Collaborator.

  • July 12, 2024
  • 1 reply
  • 25 views

Tommy Giaime
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I collaborate with another entertainment vendor, and we consistently offer full packages under each other’s brands to provide clients with a seamless booking experience. It would be HUGE for HB to include a feature that allows us to toggle our own automation when we are added as collaborators on someone else’s project. This enhancement is crucial to ensure that every client enjoys the best possible experience. 

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1 reply

Steph Long
HoneyBook Employee
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  • HoneyBook Employee
  • August 10, 2024

Hey Tommy - I like where your head’s at, sounds interesting. Could you provide some more detail on how you’d want this to work so I can imagine it a bit clearer? 

For example, what exactly would you want to happen once you’re added as a collaborator and what you are trying to achieve?

 

Is it something like: When someone adds me as a collaborator, then trigger automation to that client to send them my proposal? 

 

Or something totally different?