HoneyBook + Microsoft SharePoint
Create new Microsoft SharePoint folders for every new client created in HoneyBook
Streamline your client onboarding process with this seamless workflow. When a new client is added in HoneyBook, a corresponding folder is immediately created in Microsoft SharePoint. This helps organize client-related documents efficiently, ensuring you have a dedicated space for each client's information, right at your fingertips. Improve your organizational process and enhance productivity with this automated solution.
Streamline your client onboarding process with this seamless workflow. When a new client is added in HoneyBook, a corresponding folder is immediately created in Microsoft SharePoint. This helps organize client-related documents efficiently, ensuring you have a dedicated space for each client's information, right at your fingertips. Improve your organizational process and enhance productivity with this automated solution.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Folder
List all folders on a site
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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
