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  • HoneyBook logoHoneyBook logo

ClickUp + HoneyBook

Create new ClickUp checklists for every new HoneyBook inquiry

When a new inquiry comes in through HoneyBook, let this workflow take care of the next steps by immediately creating a new checklist in ClickUp. Perfect for teams looking to streamline operations, this efficient system makes sure every new request is systematically handled, allowing you to focus more on client interaction and less on manual administrative tasks. Boost your customer response efficiency with this HoneyBook to ClickUp integration.

When a new inquiry comes in through HoneyBook, let this workflow take care of the next steps by immediately creating a new checklist in ClickUp. Perfect for teams looking to streamline operations, this efficient system makes sure every new request is systematically handled, allowing you to focus more on client interaction and less on manual administrative tasks. Boost your customer response efficiency with this HoneyBook to ClickUp integration.

  1. When this happens...
    HoneyBookHoneyBook
    New Inquiry

    Triggers when a new inquiry is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    New Checklist

    Add a checklist to a task

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Triggers & Actions