Zapier is an online integration tool that lets you automate actions between your HoneyBook account and hundreds of other online applications, freeing up your time to focus on your business.
Automations you create will link the accounts, so when a trigger in one account happens, an action is taken in another (known as a Zap). You can create Zaps for any task you want to automate, with HoneyBook providing either the trigger or the action in a Zap.
Retrieve your Zapier API Key in HoneyBook
To use Zapier, you must first gather your Zapier API Key from your HoneyBook account. This unique key points out your HoneyBook account to Zapier so it knows which account the automations should happen in.
1. Select your profile icon → select Company Settings.
2. In the left navigation bar, select Integrations.
3. Find the Zapier integration card → select Copy API Key.
Paste this key somewhere safe, and delete it from that safe spot after you’ve completed your integration. Do not share this API key with anyone, as it is unique to your account.
Load the API Key into Zapier
Now that you have the key, you’ll need to load it into Zapier. Remember that while the goal is to automate actions between HoneyBook and another platform, you’ll primarily be setting up the automation in Zapier.
1. In Zapier, select Apps in the left navigation menu.
2. Select Add connection.
3. Search for “HoneyBook” → select HoneyBook.
4. A new window will open up asking for your Zapier API key. Paste the key you retrieved earlier → select Yes, Continue to HoneyBook.
And now you’re ready to create Zaps with HoneyBook! Any time you create a new Zap and choose HoneyBook as the trigger or action app, you won’t need to provide the API Key again and will automatically be logged in. If you have any concerns about how Zapier stores your API Key, you can consult their Data Privacy policies.
If you’re creating your first Zap and want a walkthrough of the process, you can learn how to create a popular Zap below.
Create a popular Zap
In this Zap, new Google Drive folders will be created when a new HoneyBook project is booked.
Step 1: Connect your accounts and set up the HoneyBook trigger
1. On the HoneyBook + Google Drive integrations page, select Try it.
2. Select the HoneyBook trigger → select Continue. You should already be signed in since you entered your API Key earlier.
3. In the setup menu, select Test trigger. When you do, Zapier will attempt to retrieve a project’s info.
4. If Zapier was successful, the details of a project in your HoneyBook account should appear. Select Continue with selected record.
a. This will be the project used to set up the rest of the Zap (though all projects should have the automation once setup is complete).
Once you’ve chosen the project that’ll be used to set up this Zap, you’ll then need to connect your Google Drive account and set up the folder creation automation. Continue on to the next section when Zapier shows a green checkmark next to the HoneyBook logo and the setup menu asks you to sign into Google Drive.
Step 2: Connect Google Drive and finish the Zap
With the trigger in HoneyBook set up to fire when a project’s stage changes, you’ll now work in Zapier and Google Drive to create folders when a new project is booked.
1. Select the Google Drive Zap block → select Sign in.
2. A new window will open up and ask you to sign into Google and allow Zapier to make changes to your Google Drive files. Once you’re signed in, select Continue.
3. Fill out the Zap’s action details. What action details you set will be the ones used whenever the HoneyBook trigger fires (which you set up earlier). In this case, whenever a new HoneyBook project is booked, a Google Drive folder will be created with the details you set here. Here are the different fields you can fill out:
Google Drive Fields
Which Drive will hold the file.
Which folder will hold the newly created folders.
The name of the newly created folders. Consider using tokens (like Project name) so the folder names are unique to each other.
4. Once you’ve settled on your folder details, select Continue at the bottom of the Action section in the setup menu.
5. You’ll be moved to the Test section in the setup menu. Review your task choices, then select Test action.
If the test was successful, Zapier will tell you that a folder was created in Google Drive.
You should also confirm in Google Drive that the folder was created.
6. Back in Zapier, select Publish in the Zap setup menu.
And you’re done! Now whenever any new projects are booked in HoneyBook, a Google Drive folder will be created with the folder details you set.
There are many other triggers you can use and actions you can automate on both platforms. All you need to do is create a new Zap, select the trigger event you want Zapier to look for and the action you want Zapier to automatically do, and set the action details (similarly to what you did earlier).
Edit your integration details
If you ever need to update this integration, come back to Zapier and select the Edit icons next to either HoneyBook or Google Drive.