Create copies of files in Google Drive when new inquiries occur in HoneyBook
This workflow initiates when a new inquiry is received in HoneyBook. It then proceeds to duplicate the relevant file in Google Drive. This can save valuable time, enabling you to focus more on your client interactions rather than manual data management. Perfect for people who need to efficiently manage customer inquiries in Google Drive, ensuring no important data gets overlooked.
- When this happens...New InquiryTriggers when a new inquiry is created.
- automatically do this!Copy FileCreate a copy of the specified file.
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More things you can do with HoneyBook and Google Drive
Discover other triggers and actions you can use with HoneyBook and Google Drive
- 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
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- Create new folders in Google Drive for every new client created in HoneyBook
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- Create folders in Google Drive for new inquiries in HoneyBook
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Related Zap Templates
- Create new Google Drive folders when new HoneyBook projects are booked
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- Generate text files in Google Drive for new projects booked in HoneyBook
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- Create folders in Google Drive for new inquiries in HoneyBook
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