Google Docs + HoneyBook
Create Google Docs documents from new HoneyBook inquiries
Effortlessly manage your new client inquiries with this seamless workflow between HoneyBook and Google Docs. When a new inquiry is received in HoneyBook, a document is created from a specified template in Google Docs, enabling you to have all your important information consistently organized and easily accessible. Save time and stay on top of your client inquiries with this powerful automation.
Effortlessly manage your new client inquiries with this seamless workflow between HoneyBook and Google Docs. When a new inquiry is received in HoneyBook, a document is created from a specified template in Google Docs, enabling you to have all your important information consistently organized and easily accessible. Save time and stay on top of your client inquiries with this powerful automation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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
New Document
Triggers when a new document is added (inside any folder).
Try It
