Google Docs + HoneyBook

Google Docs + HoneyBook integrations

Create new Google Docs documents from templates for every new HoneyBook project booked

This workflow starts when a new project is booked in HoneyBook. It quickly generates a Google Docs document from a template, providing a seamless way to compile and manage all essential project details. Make the most of your project management efficiencies with this streamlined process.

When this happens...
New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
automatically do this!
Create Document From TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
ActionWrite

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More things you can do with HoneyBook and Google Docs

Discover other triggers and actions you can use with HoneyBook and Google Docs

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
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- Document
  Required
Trigger
Polling
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- Drive containing the template document
- Folder containing the template document
- Template Document
  Required
- New Document Name
  Required
- Drive
- Folder for new Document
- Sharing Preference
- Organization Domain
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write

- Document
  Required
- Find text
  Required
- Replace text
- Match case
Action
Write
- Document
  Required
- Image URL
  Required
- Insert position (Index)
  Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write
- Document Name
  Required
- Document Content
  Required
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- Document
  Required
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
Action
Write
- Drive
- Folder
- Document Name
  Required
Action
Search
- Document ID
  Required
Action
Search
- Drive
- Folder
- Document Name
  Required
- Document Content
  Required
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
- Drive
- Folder
Trigger
Polling
Try It
- Drive
- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- File
  Required
- Specify Document Name
- Drive
- Folder
Action
Write
- Document
  Required
- Start position (Index)
  Required
- End position (Index)
  Required
- Formatting Options
- Link URL
- Font size (points)
- Font family
- Text color (hex)
- Background color (hex)
- Segment ID
- Tab ID
Action
Write
- Document
  Required
- Text to insert
  Required
- Insert position (Index)
  Required
- Segment ID
- Tab ID
Action
Write
- Document
  Required
- Select which image to replace
  Required
- New image URL
  Required
- Select which tab the image is in
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document
  Required
- Text to Find
  Required
- Match Case
- Return All Matches
Action
Search
- Document ID
  Required
Action
Search

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create Google Docs documents from text when new projects are booked in HoneyBook

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