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ClickUp + HoneyBook

Create lists in ClickUp for new inquiries in HoneyBook

When a new inquiry arrives in your HoneyBook, this workflow instantly sets up a corresponding list in ClickUp. It does everything in real time, freeing up your schedule and ensuring that no important queries are missed. Simplify your project management and client interactions for an efficient and organized approach to work.

When a new inquiry arrives in your HoneyBook, this workflow instantly sets up a corresponding list in ClickUp. It does everything in real time, freeing up your schedule and ensuring that no important queries are missed. Simplify your project management and client interactions for an efficient and organized approach to work.

  1. When this happens...
    HoneyBookHoneyBook
    New Inquiry

    Triggers when a new inquiry is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    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