Google Sheets + HoneyBook
Track HoneyBook project stage changes by creating rows in Google Sheets
Keep your projects organized and well-documented with this HoneyBook to Google Sheets workflow. Whenever a project stage is updated in HoneyBook, this automation will add a new row to your chosen Google Sheets spreadsheet, ensuring every change is captured for review and analysis. It's a quick and efficient way to track project progress without manual data entry, freeing up your time for more pressing tasks.
Keep your projects organized and well-documented with this HoneyBook to Google Sheets workflow. Whenever a project stage is updated in HoneyBook, this automation will add a new row to your chosen Google Sheets spreadsheet, ensuring every change is captured for review and analysis. It's a quick and efficient way to track project progress without manual data entry, freeing up your time for more pressing tasks.
- 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
