HoneyBook automations are getting an upgrade. If you’re used to the old builder, refer below to understand the key differences between the two. If you’ve only ever known the new builder, this is a great resource to learn what’s possible.
📚 Tip
Haven't switched to Automations 2.0 yet? Learn more and request to switch here.
The basics
| Automations 2.0 | Old automations |
Initiate automation run based on contact form or lead form submission | ✓ (plus many more new triggers to start your automation runs–learn what’s available here) | ✓ |
Manually initiate an automation run in a project | ✓ (must use the “Manual trigger” automation trigger) | ✓ |
Automatically send a smart file | ✓ | ✓ |
Automatically send a legacy file | X | ✓ |
Run multiple automations in a single project | ✓ | X |
Use conditional logic (if/then) | ✓ | X |
Integrate with third party apps | ✓ | X |
View all of your active automations, across all projects, from one place | ✓ (from the Activity tab) | X |
Enhanced builder design for easier automation creation | ✓ | X |
Triggers
Triggers are what will cause an automation to initiate, or start “running,” in a project. Read a full list of the triggers available in Automations 2.0 here.
| Automations 2.0 | Old automations |
Contact form or lead form submission | ✓ | ✓ |
External app action (e.g. meeting scheduled in Calendly) | ✓ | X |
Session scheduling (e.g. session starts) | ✓ | X |
File action (e.g. questionnaire submitted) | ✓ | X |
Booking (e.g. contract signed) | ✓ | X |
Project-related (e.g. project completed) | ✓ | X |
Common use cases
| Automations 2.0 | Old automations |
Week-of prep: Initiate automation run X number of days before a project date | ✓ | X |
Following up for contracts: Automate a follow-up action if a client does not sign a contract within a certain timeframe | ✓ | X |
Debrief calls: Automate a follow-up action if a client schedules a call within a certain timeframe | ✓ | X |
Offboarding: Initiate automation run when a project is completed | ✓ | X |
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!