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
Interested in switching to the new builder? Learn more here.
The basics
| New builder | Old builder |
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 | X | ✓ |
Automatically send a smart file | ✓ | ✓ |
Run multiple automations in a single project | ✓ | X |
Use conditional logic (if/then) | ✓ | X |
View all of your active automations, across all projects, from one place |
✓ |
X |
Enhanced builder design for easier automation creation | ✓ | X |
Edit a step (such as an email) in a project’s automation run | X | ✓ |
Triggers
Triggers are what will cause an automation to initiate, or start “running,” in a project.
| New builder | Old builder |
Initiate automation run based on contact form or lead form submission | ✓ | ✓ |
Initiate based on an action from an external app (e.g. meeting scheduled in Calendly) | ✓ | X |
Initiate based on session scheduled | ✓ | X |
Initiate when a project is completed | ✓ | X |
Initiate X number of minutes, hours, days, weeks, or months before or after a project start time | ✓ | X |
Initiate X number of minutes, hours, days, weeks, or months before or after a project end time | ✓ | X |
Initiate after a contract is signed | ✓ | X |
Initiate after a questionnaire is submitted | ✓ | X |
Initiate after a smart file is completed | ✓ | X |
Initiate after all signatures are signed on a contract | ✓ | X |
Initiate after a first/deposit payment is made | ✓ | X |
Initiate after an invoice is paid in full | ✓ | X |
Initiate after a session starts | ✓ | X |
Initiate after a session ends | ✓ | X |
Use cases
| New builder | Old builder |
Take an action X number of days before a project date | ✓ | ✓ |
Automate a follow-up action if a client does not sign a contract within a certain timeframe | ✓ | X |
Automate a follow-up action if a client schedules a call within a certain timeframe | ✓ | X |
Initiate automation run when a project is completed | ✓ | X |
Initiate X number of minutes, hours, days, weeks, or months before or after a project start time | ✓ | 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!