ClickUp + HoneyBook
Create new ClickUp folders for booked HoneyBook projects
Effortlessly manage your new HoneyBook projects by setting up this automation to create corresponding folders in ClickUp. Once a new project is booked in HoneyBook, a folder will be instantly generated in ClickUp, keeping your workspace organized and streamlined. Save time and stay on top of your business with this seamless workflow.
Effortlessly manage your new HoneyBook projects by setting up this automation to create corresponding folders in ClickUp. Once a new project is booked in HoneyBook, a folder will be instantly generated in ClickUp, keeping your workspace organized and streamlined. Save time and stay on top of your business with this seamless workflow.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Folder
Triggers when new folders are created.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number