Copy new HoneyBook projects to Google Drive files effortlessly
Stay organized and streamline your workflow with this automation that activates when you book a new project in HoneyBook. It promptly makes a duplicate of your crucial files directly in Google Drive, ensuring that all of your important documents are safely stored and easily accessible in one place. This expedites your process by eliminating the need to manually copy files, providing you more time to focus on your projects.
Stay organized and streamline your workflow with this automation that activates when you book a new project in HoneyBook. It promptly makes a duplicate of your crucial files directly in Google Drive, ensuring that all of your important documents are safely stored and easily accessible in one place. This expedites your process by eliminating the need to manually copy files, providing you more time to focus on your projects.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Copy File
Create a copy of the specified file.
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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