Microsoft Excel + HoneyBook
Add rows in Microsoft Excel for new projects booked in HoneyBook
Stay organized and efficient by directly transferring your new projects from HoneyBook to a Microsoft Excel spreadsheet. With this workflow, each time you book a new project on HoneyBook, a new row is immediately added in your Excel sheet, ensuring all crucial information is readily accessible and neatly organized. Streamline your project management and never miss a detail again.
Stay organized and efficient by directly transferring your new projects from HoneyBook to a Microsoft Excel spreadsheet. With this workflow, each time you book a new project on HoneyBook, a new row is immediately added in your Excel sheet, ensuring all crucial information is readily accessible and neatly organized. Streamline your project management and never miss a detail again.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
