ClickUp + HoneyBook

Create ClickUp tasks for new HoneyBook projects.

Streamline your project management by automatically creating tasks in ClickUp when new projects are booked in HoneyBook. This workflow helps save time, ensures consistency in your process, and keeps your team updated on new projects, making collaboration smoother and hassle-free.

Streamline your project management by automatically creating tasks in ClickUp when new projects are booked in HoneyBook. This workflow helps save time, ensures consistency in your process, and keeps your team updated on new projects, making collaboration smoother and hassle-free.

  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 Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    New Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • 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
clickup logo
clickup logo

About ClickUp

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

Related categories

  • Project Management

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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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