Google Drive + HoneyBook
Create folders in Google Drive for every new project booked in HoneyBook
Are you juggling multiple projects and need a streamlined system to organize your files? Use this workflow to get your data in order. When a new project is booked in HoneyBook, a corresponding folder will be created in Google Drive. This process ensures your digital workspace stays tidy, freeing up valuable time and allowing you to focus on your projects.
Are you juggling multiple projects and need a streamlined system to organize your files? Use this workflow to get your data in order. When a new project is booked in HoneyBook, a corresponding folder will be created in Google Drive. This process ensures your digital workspace stays tidy, freeing up valuable time and allowing you 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!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
