ClickUp + HoneyBook
Create ClickUp lists for new HoneyBook projects booked
Effortlessly manage your client projects with this automation between HoneyBook and ClickUp. When a new project is booked in HoneyBook, a list will be created for that project in ClickUp, ensuring you stay organized and on top of your workload. Focus on delivering exceptional service to your clients and let this workflow handle the project organization for you.
Effortlessly manage your client projects with this automation between HoneyBook and ClickUp. When a new project is booked in HoneyBook, a list will be created for that project in ClickUp, ensuring you stay organized and on top of your workload. Focus on delivering exceptional service to your clients and let this workflow handle the project organization for you.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create List
Triggers when new lists 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