Google Sheets + HoneyBook
Create Google Sheets spreadsheets for new HoneyBook projects booked
Whenever a new project is booked in HoneyBook, this workflow springs into action, instantly creating a dedicated spreadsheet in Google Sheets. It's a convenient and time-saving solution that keeps your project details neatly organized in a separate Google Sheets spreadsheet, making it easier to monitor project progress and stay on top of your tasks. No more manual entry, everything happens in a flash!
Whenever a new project is booked in HoneyBook, this workflow springs into action, instantly creating a dedicated spreadsheet in Google Sheets. It's a convenient and time-saving solution that keeps your project details neatly organized in a separate Google Sheets spreadsheet, making it easier to monitor project progress and stay on top of your tasks. No more manual entry, everything happens in a flash!
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
