Upload files to Google Drive when new clients are created in HoneyBook
Easily manage new clients with this efficient workflow. When a client is created in HoneyBook, it will immediately organise and store vital information by uploading a related file to Google Drive. It's a seamless way to keep track of your customer data, eliminating manual uploads and saving precious time. This automation ensures your client files are always up-to-date and accessible.
Easily manage new clients with this efficient workflow. When a client is created in HoneyBook, it will immediately organise and store vital information by uploading a related file to Google Drive. It's a seamless way to keep track of your customer data, eliminating manual uploads and saving precious time. This automation ensures your client files are always up-to-date and accessible.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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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