1.Monitors first invoice paid event
Integrate HoneyBook to capture the first paid invoice and to continue only for that project initiation signal.
Create client onboarding workspace, assign AM, and notify team
Automatically watch HoneyBook for new first-invoice payments across Google Sheets, ClickUp, Google Drive, Slack, and Gmail. Create onboarding tracker rows, build client workspaces, and notify the assigned Account Manager so you can start onboarding without manual coordination.
How this automation accelerates client onboarding
When first invoices get paid, delays can leave workspaces and owners unclear. This automation captures payment events, updates your onboarding tracker, creates ClickUp and Google Drive workspaces, and notifies the AM and client so onboarding starts faster.
HoneyBookor swap with your favorite app
2.Looks up then creates tracker row
Integrate Google Sheets to lookup project name and to create a tracker row when a match is missing.
Google Sheetsor swap with your favorite app
3.Creates client workspace in ClickUp
Integrate ClickUp to create a new folder or list from your client template and to map project name to the workspace.
ClickUpor swap with your favorite app
4.Creates folder in designated Drive
Integrate Google Drive to create a matching Drive folder for the client and to map the project name to folder title.
Google Driveor swap with your favorite app
5.Sends AM internal Slack alert
Integrate Slack to send a direct message to the assigned Account Manager with workspace and Drive context.
Slackor swap with your favorite app
6.Sends welcome email to client
Integrate Gmail to send a welcome email to the client and to include the Drive folder link and kickoff date.
Gmailor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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