Google Drive + HoneyBook

Create folders in Google Drive for new clients created in HoneyBook

Whenever a new client is added in HoneyBook, this workflow instantly creates a dedicated folder in Google Drive. This automation ensures all relevant documents and materials related to each client can be neatly organized and accessed with ease, maximizing efficiency and reducing clutter in your digital workspace. Start utilizing this efficient system to simultaneously save time and augment your client management process.

Whenever a new client is added in HoneyBook, this workflow instantly creates a dedicated folder in Google Drive. This automation ensures all relevant documents and materials related to each client can be neatly organized and accessed with ease, maximizing efficiency and reducing clutter in your digital workspace. Start utilizing this efficient system to simultaneously save time and augment your client management process.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create Folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • Drive

    Trigger
    Scheduled
    Try It
google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn moreHelp

Related categories

  • File Management & Storage
  • Google

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honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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