Generate files in Google Drive from new projects booked in HoneyBook
Easily manage your workflow by seamlessly transferring new project data from HoneyBook into Google Drive. Once a new project is booked on HoneyBook, this workflow will create a file from text in your Google Drive, saving you time and effort in organizing your project data. Enjoy a streamlined process with this uncomplicated solution.
Easily manage your workflow by seamlessly transferring new project data from HoneyBook into Google Drive. Once a new project is booked on HoneyBook, this workflow will create a file from text in your Google Drive, saving you time and effort in organizing your project data. Enjoy a streamlined process with this uncomplicated solution.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create File From Text
Create a new file from plain text.
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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