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Organize your new client inquiries from HoneyBook effortlessly with this workflow. Whenever a new inquiry is received in HoneyBook, a corresponding folder will be created in Google Drive, helping you keep all your client-related files and documents in one place. Stay organized and save time with this seamless automation.
Organize your new client inquiries from HoneyBook effortlessly with this workflow. Whenever a new inquiry is received in HoneyBook, a corresponding folder will be created in Google Drive, helping you keep all your client-related files and documents in one place. Stay organized and save time with this seamless automation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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