Create folders in Google Drive for new clients created in HoneyBook
Keep your Google Drive organized whenever you onboard a new client in HoneyBook with this seamless workflow. As soon as you add a client in HoneyBook, it immediately creates a new folder in Google Drive. This helps you maintain a smooth and orderly client onboarding process, ensuring that each client has a dedicated space in your drive for all their documents and data.
Keep your Google Drive organized whenever you onboard a new client in HoneyBook with this seamless workflow. As soon as you add a client in HoneyBook, it immediately creates a new folder in Google Drive. This helps you maintain a smooth and orderly client onboarding process, ensuring that each client has a dedicated space in your drive for all their documents and data.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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.
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