Google Drive + HoneyBook
Create new Google Drive folders for each new payment received in HoneyBook
Organize your client payments effectively with this workflow. When a new payment is recorded in HoneyBook, a corresponding folder will be generated in Google Drive. This automation streamlines your financial management, ensuring important payment information is readily accessible and neatly organized. Save time on manual data entry, while keeping your financial records in order.
Organize your client payments effectively with this workflow. When a new payment is recorded in HoneyBook, a corresponding folder will be generated in Google Drive. This automation streamlines your financial management, ensuring important payment information is readily accessible and neatly organized. Save time on manual data entry, while keeping your financial records in order.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
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