Google Drive + HoneyBook
Create folders in Google Drive for new projects booked in HoneyBook
When a new project is booked on HoneyBook, this workflow ensures that a corresponding Google Drive folder is created, efficiently organizing your project-related files. By streamlining the process, it saves you valuable time and keeps your work documents tidy and grouped. You're always prepared, with all your important project files in one place, for easy access.
When a new project is booked on HoneyBook, this workflow ensures that a corresponding Google Drive folder is created, efficiently organizing your project-related files. By streamlining the process, it saves you valuable time and keeps your work documents tidy and grouped. You're always prepared, with all your important project files in one place, for easy access.
- 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
