HoneyBook integration with Google Sheets
How to Keep track of your HoneyBook payments in Google Sheets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Keep track of your HoneyBook payments in Google Sheets" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate HoneyBook integrations
HoneyBook actions
Nekton can use any feature that is available in HoneyBook API.
Using our advanced AI, you can easily create custom automations for HoneyBook.
Here are some typical actions you can do in your automated workflows.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
API 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 Nekton 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.
New Inquiry
Triggers when a new inquiry is created.
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Project Stage Changed
Triggers when a project manually or automatically changes its stage.
About HoneyBook
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.