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ClickUp + HoneyBook

Create new ClickUp folders for every new HoneyBook inquiry

Bolster your organizational efficiency with this powerful workflow. Anytime a new inquiry arises in HoneyBook, a corresponding folder is generated in ClickUp. This mechanism refines your productivity by eliminating manual input, ensuring every client question is logged swiftly and precisely for quicker responses. This is your key to an upgraded, streamlined client management process.

Bolster your organizational efficiency with this powerful workflow. Anytime a new inquiry arises in HoneyBook, a corresponding folder is generated in ClickUp. This mechanism refines your productivity by eliminating manual input, ensuring every client question is logged swiftly and precisely for quicker responses. This is your key to an upgraded, streamlined client management process.

  1. When this happens...
    HoneyBookHoneyBook
    New Inquiry

    Triggers when a new inquiry is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
clickup logo

About ClickUp

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

Related categories

  • Project Management

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honeybook logo

About HoneyBook

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

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