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.
From the navigation menu, select Tools > Integrations
Find the Zapier section > 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.
In Zapier, select Apps in the navigation menu
Select Add connection
Search for "HoneyBook" > select HoneyBook
Paste the key you retrieved earlier into the field that appears > select Yes, Continue to HoneyBook
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.
Create a popular Zap
In this Zap, new Google Drive folders will be created when a new HoneyBook project is booked.
Connect your accounts and set up the HoneyBook trigger
On the HoneyBook + Google Drive integrations page, select Try it
Select the HoneyBook trigger > select Continue
You should already be signed in since you entered your API key earlier
In the setup menu, select Test trigger
When you do, Zapier will attempt to retrieve a project’s info
If your project details appear, select Continue with selected record
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 selected the project for this Zap, connect your Google Drive account and set up the folder creation automation. Move on to the next section when Zapier displays a green checkmark next to the HoneyBook logo and prompts you to sign in to Google Drive.
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.
Select the Google Drive Zap block > select Sign in.
Sign into your Google Drive > select Allow > select Continue.
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 | Description |
Drive | Which Drive will hold the file. |
Parent Folder | Which folder will hold the newly created folders. |
Folder Name | The name of the newly created folders. Consider using tokens (like Project name) so the folder names are unique to each other. |
Once you've settled on your folder details, select Continue in the setup menu.
Review your task choices > select Test step
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.
Back in Zapier, select Publish in the Zap setup menu.
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 Zap details
If you ever need to update this Zap, come back to Zapier and select the Edit icons next to either HoneyBook or Google Drive.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!