Google Docs + HoneyBook
Google Docs + HoneyBook
Create new Google Docs documents from templates for each new HoneyBook payment paid
Effortlessly record new payments in a structured manner with this easy workflow. When a new payment is processed in HoneyBook, it initiates the creation of a document from a preselected template in Google Docs. This ensures all payment details from HoneyBook are neatly documented in Google Docs, saving you from manual data entry and keeping your financial records up-to-date.
- When this happens...New Payment PaidTriggers when any payment is successfully paid by the client (including manual payments).
- 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.
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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.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
