HoneyBook

If there are automations that do not need to automatically <a href="https://help.honeybook.com/en/articles/5473490">activate when a contact form inquiry comes in </a>or <a href="https://help.honeybook.com/en/articles/8204056-connecting-lead-forms-and-automations">when a lead form is submitted</a>, you can add them to projects manually. This can be done at any point (unless another automation is currently running--each project can have only one automation applied at a time), and any actions will still fire based on the triggers and timing you set up.

This article references automations, available for Essentials and Premium plan members. Learn more about the features included in each plan <a href="https://www.honeybook.com/pricing" target="_blank" rel="nofollow noopener noreferrer">here</a>.

Navigate to the project to which you'll be applying an automation by either:

1. Searching for the specific project via the search icon
2. Or, selecting the <a href="https://www.honeybook.com/app/pipeline" target="_blank" rel="nofollow noopener noreferrer">Projects</a> tab to review your full list of projects

In the Only visible to you tool bar on the right side of the project, select Automation

- This will open your full list of automations

Hover over the automation you need and either:

1. Click Quick Apply to apply it to the project without editing
2. Or, click Customize &amp; Apply to review and make changes before applying
 1. If you chose to customize, you can now review and make changes to the steps of the automation
 2. Any changes you make here will only apply to the automation for this individual project—changes will not impact the original automation you created from your <a href="https://www.honeybook.com/app/automations" target="_blank" rel="nofollow noopener noreferrer">Automations</a> page
 3. From here, you can:
 1. Hover over a step to reveal the 6-dot icon (to drag and drop, rearranging steps), the trash can icon (to delete a step), and the duplicate icon (to duplicate the step)
 2. Add a step by clicking the plus (+) button
 4. Click a step to adjust the action type, select a different file template, select a different email template, or change the trigger
 5. When you’re ready, click Apply to Project

1. Navigate to the project to which you'll be applying an automation by either:
 1. Searching for the specific project via the search icon
 2. Or, selecting the <a href="https://www.honeybook.com/app/pipeline" target="_blank" rel="nofollow noopener noreferrer">Projects</a> tab to review your full list of projects
2. In the Only visible to you tool bar on the right side of the project, select Automation
 - This will open your full list of automations
3. Hover over the automation you need and either:
 1. Click Quick Apply to apply it to the project without editing
 2. Or, click Customize &amp; Apply to review and make changes before applying
 1. If you chose to customize, you can now review and make changes to the steps of the automation
 2. Any changes you make here will only apply to the automation for this individual project—changes will not impact the original automation you created from your <a href="https://www.honeybook.com/app/automations" target="_blank" rel="nofollow noopener noreferrer">Automations</a> page
 3. From here, you can:
 1. Hover over a step to reveal the 6-dot icon (to drag and drop, rearranging steps), the trash can icon (to delete a step), and the duplicate icon (to duplicate the step)
 2. Add a step by clicking the plus (+) button
 4. Click a step to adjust the action type, select a different file template, select a different email template, or change the trigger
 5. When you’re ready, click Apply to Project

Once you’ve applied it to the project, the automation will be considered “activated." So, if you have any steps with triggers based on “activating automation,” the countdown to send those will begin.

Once the automation is applied, you can click the Full View button to review where everything stands. You can also edit or remove steps that have not yet occurred, or remove the automation entirely.

Still have questions? Feel free to send us a message by clicking the <a href="https://www.honeybook.com/?chat=show" target="_blank" rel="nofollow noopener noreferrer">Question Mark icon</a> on any HoneyBook page. Our team is always happy to help!