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ClickUp + HoneyBook

Create new folders in ClickUp when project stages change in HoneyBook

Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.

Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.

  1. When this happens...
    HoneyBookHoneyBook
    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders 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

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About HoneyBook

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