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Answer

HoneyBook Fields Returned in Zap

  • October 29, 2024
  • 6 replies
  • 102 views
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I’m creating a Zap to pull data from a Lead Form in HoneyBook. I am trying to find out if the data includes the name for a Lead Form - or even a name of a product/service in the lead form?  I am able to get name, payment, etc. But in the list of fields, I only see File, File Name - etc.  I want to create a Zap for when a product and/or service is paid for through the lead form.

 

So far the only thing I can see available is payment amount. (Which down the line would mean I can only have one product that is that price?).

 

Thanks for any insight.

Best answer by ntrikate

Hi  @JammerS 

 

I wanted to give an update. I reached out to HoneyBook and (after almost a week), they said that the data File Name is the Lead Form name.  So for example, to add a new user in your membership site (e.g. WordPress) after HB receives a payment, the Zap would be:

 

Trigger: New Payment Paid    (it will trigger for every payment)

Filter:  File Name - (Text) Exactly Matches     (to filter for the Lead Form name that sells the membership)

Then send whatever data to your membership site/script.

If you have more than one membership, use paths and filter by price.

I tried and it worked.

 

I hope this helps :)

Gwen

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 29, 2024

Hi @ntrikate 

I’d recommend reaching out to HoneyBook Support for help with their Zap app integrations.

 

From experience, the HoneyBook Zap app integration is limited in certain aspects.

 

HoneyBook doesn't currently offer an API or webhook system to directly integrate with.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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  • ntrikateBeginner
  • Author
  • Beginner
  • October 29, 2024

Thanks @Troy Tessalone I was thinking it was just me :)  I’ll reach out to them to see what they can offer. If not, I’ll figure something else out.

JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • October 29, 2024

Hi @ntrikate,

 

Please keep us on the loop so we can try to troubleshoot this issue. Thank you.

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  • ntrikateBeginner
  • Author
  • Beginner
  • Answer
  • November 4, 2024

Hi  @JammerS 

 

I wanted to give an update. I reached out to HoneyBook and (after almost a week), they said that the data File Name is the Lead Form name.  So for example, to add a new user in your membership site (e.g. WordPress) after HB receives a payment, the Zap would be:

 

Trigger: New Payment Paid    (it will trigger for every payment)

Filter:  File Name - (Text) Exactly Matches     (to filter for the Lead Form name that sells the membership)

Then send whatever data to your membership site/script.

If you have more than one membership, use paths and filter by price.

I tried and it worked.

 

I hope this helps :)

Gwen

N
Forum|alt.badge.img
  • ntrikateBeginner
  • Author
  • Beginner
  • November 4, 2024

Oh - and HB support said it should work LOL  At least it worked when I tried.

JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • November 5, 2024

Hi @ntrikate,

 

Thank you for sharing us the resolution with this issue. This will significantly help our Community. 

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