Gmail + HoneyBook
Create drafts in Gmail when project stages change in HoneyBook
Stay on top of your project progress with this efficient workflow. When a project stage changes in HoneyBook, it triggers the creation of a draft email in Gmail. This simplifies your communication process, ensuring you're always ready to send timely updates or reports related to your projects. Transform your project management and enhance your email productivity with this workflow.
Stay on top of your project progress with this efficient workflow. When a project stage changes in HoneyBook, it triggers the creation of a draft email in Gmail. This simplifies your communication process, ensuring you're always ready to send timely updates or reports related to your projects. Transform your project management and enhance your email productivity with this workflow.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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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
Label/Mailbox
Search String
Try It
