Google Sheets + HoneyBook
Create worksheets in Google Sheets for new projects booked in HoneyBook
Manage your project plans smoothly with this streamlined workflow. Once a new project is booked in HoneyBook, a worksheet is instantly created in Google Sheets, ensuring you have all the crucial details in one easily accessible location. This automation not only saves time but improves your project management by keeping track of each new booking immediately.
Manage your project plans smoothly with this streamlined workflow. Once a new project is booked in HoneyBook, a worksheet is instantly created in Google Sheets, ensuring you have all the crucial details in one easily accessible location. This automation not only saves time but improves your project management by keeping track of each new booking immediately.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Worksheet
Creates a new worksheet in a Google Sheet.
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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
