Update Google Sheets properties when new payments are processed in HoneyBook
Streamline your record keeping process with this efficient workflow. When a new payment is received in HoneyBook, it instantly updates the properties of a selected sheet in Google Sheets. This hands-off approach aids in maintaining up-to-date and accurate financial records, saving you from manual data entry and allowing more time for important tasks.
Streamline your record keeping process with this efficient workflow. When a new payment is received in HoneyBook, it instantly updates the properties of a selected sheet in Google Sheets. This hands-off approach aids in maintaining up-to-date and accurate financial records, saving you from manual data entry and allowing more time for important tasks.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Change Sheet Properties
Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.
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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
New Inquiry
Triggers when a new inquiry is created.
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
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It





