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Integrating with Slack

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

Updated over a week ago

You can connect your Slack 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 + Slack 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 Slack

While the goal is to automate actions between your HoneyBook and Slack 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 Slack integration card → select Connect.

4. Select Start​​.

You’ll be sent to Slack’s website, where you can create custom Zaps between HoneyBook and Slack 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 Slack 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 instead, the process below will walk you through one.

Create a popular Zap

In this Zap, Slack channels will be created when projects are booked in HoneyBook.

1. On the HoneyBook + Slack 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 a project’s info.

6. If Zapier was successful, the details of a project 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).

Once you’ve chosen the project that’ll be used to set up this Zap, you’ll then need to connect your Slack account and set up the channel 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 Slack.

Step 2: Connect Slack 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 Slack to create items based on the HoneyBook inquiry.

1. Select the Slack Zap block → select Sign in.

2. A new window will open up and ask you to sign into Slack if you aren’t already. If you already are signed in, read through the permissions Zapier needs, then select Allow.

3. Continue on to the Zap’s Action. Enter what you want the Slack channel names to be. You can use tokens to automatically customize what the channel name will be (like the HoneyBook project name).

4. Once you’ve settled on your channel name, 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 channel naming choice, then select Test action.

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

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

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

And you’re done! Now whenever a new project is booked in HoneyBook, a channel will be created in your Slack workspace.

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 Slack.

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