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Set up your first integration
Quickly connect HoneyBook to Square with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HoneyBook with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Created" from HoneyBook.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects HoneyBook and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Address
- Phone Number
ActionWrite
- New Inquiry
Triggers when a new inquiry is created.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling
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Practical ways you can use HoneyBook and Square
Link payments to client records
When a payment is completed in Square, Zapier updates the client record in HoneyBook. This saves business owners from manually tracking client transactions, ensuring accurate records and providing more time for strategy and growth.
Business OwnerSync project bookings with invoicing
When a project is booked in HoneyBook, Zapier creates a new paid order in Square. This keeps the invoicing process aligned with project schedules, improving cash flow visibility and reducing lag between bookings and payments.
Project ManagementLearn how to automate HoneyBook on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about HoneyBook + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and Square
How do I integrate HoneyBook with Square using your platform?
To integrate HoneyBook with Square, you can create a Zap by selecting HoneyBook as the trigger app and Square as the action app. You'll need to set up a trigger event in HoneyBook, like 'New Project' or 'Payment Received,' which will initiate the workflow. Then choose an action event in Square, such as 'Create Customer' or 'Add Payment.' This setup allows seamless data transfer between the two platforms.
What are some common trigger events for integrating HoneyBook with Square?
Common trigger events for integrating HoneyBook with Square include 'New Project,' where a new project in HoneyBook triggers an action, or 'Payment Received,' which initiates further actions in Square like recording a payment or creating a sales report.
What actions can be automated in Square when integrated with HoneyBook?
When integrating with HoneyBook, actions that can be automated in Square include creating new customers, processing payments automatically, updating existing transactions, and generating sales reports based on triggers from HoneyBook.
Can you customize the integration between HoneyBook and Square?
Yes, our platform allows customization of the integration between HoneyBook and Square. You can select specific trigger events from HoneyBook and tailor corresponding actions in Square to fit your business needs, ensuring that each task aligns with your workflow requirements.
Is it possible to update existing records in Square when there are changes in HoneyBook?
Yes, by setting up appropriate triggers and actions, changes made in HoneyBook can automatically update existing records in Square. For instance, updating client information or payment details in a project within HoneyBook can simultaneously update those records within Square.
How secure is the integration between HoneyBook and Square through your platform?
We prioritize security and ensure that all data transferred between HoneyBook and Square is encrypted end-to-end. Our platform complies with industry-standard security protocols to protect sensitive customer information during integrations.
Can I use this integration for accounting purposes?
Yes, integrating HoneyBook with Square can streamline accounting tasks by automating data entry related to payments received or invoices generated. This ensures accurate financial records without manual input errors.
