Integrating with

Connect your account to to automate tasks and keep you focused on the fun stuff.

Updated over a week ago

You can connect your account to HoneyBook to automate actions between the two platforms. This two-way integration (via Zapier) links the accounts, so when a trigger in one account happens, an action is taken in the other (known as a Zap).

📣 Note

This integration is available for HoneyBook Essential and Premium plan members. Learn more about the features included in each plan.

Retrieve your Zapier API Key in HoneyBook

To use Zapier, you must first gather your Zapier API Key from your HoneyBook account. This unique key points out your HoneyBook account to Zapier so it knows which account the automations should happen in.

✅ Note

If you’ve already integrated your HoneyBook account with Zapier, go directly to Zapier’s integrations page to set up a HoneyBook + Zap.

1. Select your profile icon → select Company Settings.

2. In the left navigation bar, select Integrations.

3. Find the Zapier integration card → select Copy API Key.

Paste this key somewhere safe, and delete it from that safe spot after you’ve completed your integration. Do not share this API key with anyone, as it is unique to your account.

Set up your integration with

While the goal is to automate actions between your HoneyBook and accounts, you’ll primarily be setting up the integration in Zapier.

Start your integration in HoneyBook

1. Select your profile icon → select Company Settings.

2. In the left navigation bar, select Integrations.

3. Find the integration card → select Connect.

4. Select Start​​.

You’ll be sent to’s website, where you can create custom Zaps between HoneyBook and as well as try out a popular Zap.

Finish your integration in Zapier

Now that you’re on Zapier’s site, you can create a custom Zap between HoneyBook and as well as try out a popular Zap. If you want to create a completely custom Zap and want to learn more, check out Zapier’s help center on Zaps.

If you want to try out a popular Zap, the process below will walk you through one.

Create a popular Zap

In this Zap, items will be created whenever you get a new inquiry in HoneyBook.

Step 1: Connect your accounts and set up the HoneyBook trigger

1. On the HoneyBook + integration page, select Try it.

2. Select the HoneyBook trigger → select Sign in in the setup menu.

3. A new window will open up asking for your Zapier API key. Paste the key you retrieved earlier → select Yes, Continue to HoneyBook.

4. Return back to your Zapier page. Check that your HoneyBook account now appears in the setup menu. If it’s correct, select Continue.

5. In the setup menu, select Test trigger. When you do, Zapier will attempt to retrieve an inquiry’s info.

6. If Zapier was successful, the details of an inquiry in your HoneyBook account should appear. Select Continue with selected record.

a. This will be the inquiry used to set up the rest of the Zap (though all inquiries should have the automation once setup is complete).

7. Back in Zapier, select Publish in the Zap setup menu.

Once you’ve chosen the inquiry that’ll be used to set up this Zap, you’ll then need to connect your account and set up the item creation automation. Continue on to the next section when Zapier shows a green checkmark next to the HoneyBook logo and the setup menu asks you to sign into

Step 2: Connect and finish the Zap

With the trigger in HoneyBook set up to fire when you receive an inquiry, you’ll now work in Zapier and to create items based on the HoneyBook inquiry.

1. Select the Zap block → select Sign in.

2. A new window will open up and ask you for your API v2 Token. To learn where to retrieve that token in your account, read this help article.

3. Fill out the Zap’s action details. What action details you set will be the ones used whenever the HoneyBook trigger fires (which you set up earlier). In this case, whenever a HoneyBook inquiry is received, an item will be created with the details you set here. Here are the different fields you can fill out: Item Fields


Board ID (required)

The specific board the item will appear on.

Group ID

Which board group this item will appear with.

Item Name (required)

The item’s name. You can use data tokens from the HoneyBook inquiry to automatically fill in parts of the name.

Subitem Name

If the item needs to have any subitems, enter the subitems’ names. You can use data tokens from the HoneyBook inquiry to automatically fill in parts of the name.


Who in your board will be assigned the new item.

Due Date

When this item must be completed by. You can also use relative due dates (e.g., “next Monday” instead of a specific date).


What status this item should start in.

4. Once you’ve settled on your item details, select Continue at the bottom of the Action section in the setup menu.

5. You’ll be moved to the Test section in the setup menu. Review your item choices, then select Test action.

If the test was successful, Zapier will tell you that an item was sent to

You should also confirm in your workspace that the task was created.

6. Once you’ve confirmed that the test was successful, select Publish back in Zapier.

And you’re done! Now whenever you get a new inquiry in HoneyBook, an item will be created in your workspace with the item details you set.

There are many other triggers you can use and actions you can automate on both platforms. All you need to do is create a new Zap, select the trigger event you want Zapier to look for and the action you want Zapier to automatically do, and set the action details (similarly to what you did earlier).

Edit your integration details

If you ever need to update this integration, come back to Zapier and select the Edit icons next to either HoneyBook or

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