Google Sheets + HoneyBook
Track HoneyBook project stage changes by creating new rows in Google Sheets
Easily keep track of project updates from your HoneyBook app by utilizing this efficient workflow. Designed for convenience, it will create a row in Google Sheets every time there is a change in your project stage in HoneyBook. This way, you can systematically document and monitor project progress directly in your spreadsheet, saving you time and ensuring accurate, up-to-date records.
Easily keep track of project updates from your HoneyBook app by utilizing this efficient workflow. Designed for convenience, it will create a row in Google Sheets every time there is a change in your project stage in HoneyBook. This way, you can systematically document and monitor project progress directly in your spreadsheet, saving you time and ensuring accurate, up-to-date records.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
New Inquiry
Triggers when a new inquiry is created.
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
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
