Google Drive + HoneyBook
Generate text files in Google Drive for new projects booked in HoneyBook
When a new project is booked in HoneyBook, expedite your record-keeping process with this handy workflow. As you land new work, it immediately creates a corresponding text file in Google Drive. Streamline your organization and save precious time, allowing you to focus on delivering your best for every new project.
When a new project is booked in HoneyBook, expedite your record-keeping process with this handy workflow. As you land new work, it immediately creates a corresponding text file in Google Drive. Streamline your organization and save precious time, allowing you to focus on delivering your best for every new project.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create File From Text
Create a new file from plain text.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
