Google Drive + HoneyBook
Create folders in Google Drive for new clients created in HoneyBook
Whenever a new client is added in HoneyBook, this workflow instantly creates a dedicated folder in Google Drive. This automation ensures all relevant documents and materials related to each client can be neatly organized and accessed with ease, maximizing efficiency and reducing clutter in your digital workspace. Start utilizing this efficient system to simultaneously save time and augment your client management process.
Whenever a new client is added in HoneyBook, this workflow instantly creates a dedicated folder in Google Drive. This automation ensures all relevant documents and materials related to each client can be neatly organized and accessed with ease, maximizing efficiency and reducing clutter in your digital workspace. Start utilizing this efficient system to simultaneously save time and augment your client management process.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
