Dropbox + HoneyBook
Create Dropbox folders for new HoneyBook payments
Streamline your business's financial tracking with this workflow. Every time a new payment is made in HoneyBook, a corresponding folder is created in Dropbox. This seamless process not only keeps your records organized but also makes it easier to manage customer payments and related documents. Enhance your accounting process with this simple, efficient automation.
Streamline your business's financial tracking with this workflow. Every time a new payment is made in HoneyBook, a corresponding folder is created in Dropbox. This seamless process not only keeps your records organized but also makes it easier to manage customer payments and related documents. Enhance your accounting process with this simple, efficient automation.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try It
