An automated workflow using zapier
Connects HoneyBook + Google Sheets
Keep track of your HoneyBook payments in Google Sheets
About this workflow template
This automation scenario allows you to connect HoneyBook and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in HoneyBook
New Payment Paid in HoneyBook
Triggers when any payment is successfully paid by the client (including manual payments).
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Keep track of your HoneyBook payments in Google Sheets.
Part I
Configure Applications
First, we need to connect HoneyBook and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HoneyBook to Zapier.
Give Zapier access to your HoneyBook account, using HoneyBook credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HoneyBook
Choose the following trigger: New Payment Paid (Triggers when any payment is successfully paid by the client (including manual payments).).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HoneyBook and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Keep track of your HoneyBook payments in Google Sheets!
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Create project
Create a new project in HoneyBook
actionbyzapierCreate client
Create a new client in HoneyBook
actionbyzapierApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
actionbyzapierApp extensions (beta)
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Apps you need
Manage your small business or freelance work efficiently with HoneyBook's all-in-one platform for client management, project management, invoicing, and payments.
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
