Google Sheets + HoneyBook
Create new Google Sheets rows at top for new HoneyBook clients
This workflow enhances your client management process by capturing new client details in real-time. When a new client is added in HoneyBook, it instantly creates a new row at the top of your designated Google Sheets spreadsheet. This immediate and systematic update ensures you don't miss out on documenting crucial information, enhancing your business efficiency.
This workflow enhances your client management process by capturing new client details in real-time. When a new client is added in HoneyBook, it instantly creates a new row at the top of your designated Google Sheets spreadsheet. This immediate and systematic update ensures you don't miss out on documenting crucial information, enhancing your business efficiency.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
