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ClickUp + HoneyBook

Create spaces in ClickUp for new projects booked in HoneyBook

Looking for smoother project management? With this automation, every time a new project is booked in HoneyBook, a corresponding space gets created in ClickUp. That way, you can stay organized and ensure all necessary details are in place. Get started with this workflow and enhance your project coordination without the need for manual data entry.

Looking for smoother project management? With this automation, every time a new project is booked in HoneyBook, a corresponding space gets created in ClickUp. That way, you can stay organized and ensure all necessary details are in place. Get started with this workflow and enhance your project coordination without the need for manual data entry.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

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

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Space

    A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.

    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.