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Set up your first integration
Quickly connect HoneyBook to Stripe with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HoneyBook with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects HoneyBook and Stripe, 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- Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerInstant
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Practical ways you can use HoneyBook and Stripe
Sync newly paid projects to a payment system.
Let Zapier handle your payment tracking. When a project is booked in HoneyBook, Zapier will automatically create a charge in Stripe. It's a simple way to keep your financial records aligned across platforms and reduces manual entry errors.
Business OwnerCreate new projects for clients who make online payments.
Zapier streamlines your workflow by creating a new project in HoneyBook whenever a new charge is completed in Stripe. This integration ensures there's no delay in project setup, keeping project timelines on track for your team.
Project ManagementTrack successful payments for client reporting.
When a payment is successfully made in HoneyBook, Zapier updates a corresponding record in Stripe. This allows for seamless updates and tracking of financial activities for clients, eliminating the need for manual checks.
Sales OpsLearn how to automate HoneyBook on the Zapier blog
Learn how to automate Stripe on the Zapier blog
Frequently Asked Questions about HoneyBook + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and Stripe
What steps are needed to integrate HoneyBook with Stripe?
Integrating HoneyBook with Stripe involves setting up a connection where payment details collected in HoneyBook are automatically processed through your Stripe account. You will need to authorize this connection from your HoneyBook account settings and provide the necessary API keys from Stripe.
How can I ensure my payment details are securely shared between HoneyBook and Stripe?
We prioritize security in our integrations. When you connect HoneyBook to Stripe, encryption protocols and secure API connections are used to ensure that payment information is safely transmitted between the two services without risk of exposure.
What triggers are available for this integration?
In the integration between HoneyBook and Stripe, triggers include actions such as new payment submissions or successful transaction completions in HoneyBook, which can automatically initiate processes like updating records or sending notifications through Stripe.
Will the integration affect how I receive payouts from clients on HoneyBook using Stripe?
This integration doesn’t change how you receive payouts. Once set up, payments processed on HoneyBook through the integrated system will follow your normal payout schedule defined within your Stripe account settings.
Are there any specific actions that can be automated after integrating with Stripe?
Yes, post-integration actions like automatically recording payments in accounting software or issuing invoices upon receiving a transaction can be set up. You can specify these automated processes based on different event triggers within our platform.
Do I need both a business account in HoneyBook and a merchant account with Stripe for this integration?
Yes, having both accounts is essential for seamless integration. The business account in HoneyBook hosts your project management activities while the merchant account in Stripe facilitates actual payment processing.
How do updates on one platform reflect on the other after integration?
Our system ensures that updates such as changes in client details or updates to payment amounts made in HoneyBook reflect promptly on connected platforms like Stripe without requiring manual intervention.