Google Sheets + HoneyBook
Create Google Sheets rows at top for new HoneyBook projects booked
Organize your workflow efficiently when a new project is booked in HoneyBook by seamlessly generating a new row on Google Sheets. This automatic process not only simplifies data entry but it also ensures that every piece of relevant project information is accurately cataloged in your spreadsheet database. Eliminate hassle and boost productivity with this streamlined solution.
Organize your workflow efficiently when a new project is booked in HoneyBook by seamlessly generating a new row on Google Sheets. This automatic process not only simplifies data entry but it also ensures that every piece of relevant project information is accurately cataloged in your spreadsheet database. Eliminate hassle and boost productivity with this streamlined solution.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
