Create shared drives in Google Drive for new projects booked in HoneyBook
Simplify the way you manage your new project bookings on HoneyBook. Upon every new project booking, this workflow instantly creates a shared drive on Google Drive. Keep your documents well-organized and accessible for streamlined project management. Save time on manual tasks and concentrate on delivering quality service to your clients.
Simplify the way you manage your new project bookings on HoneyBook. Upon every new project booking, this workflow instantly creates a shared drive on Google Drive. Keep your documents well-organized and accessible for streamlined project management. Save time on manual tasks and concentrate on delivering quality service to your clients.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Shared Drive
Create a new shared drive (also known as Team Drive) in Google Drive.
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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