ClickUp + HoneyBook
Create tasks in ClickUp for new clients in HoneyBook
Keep your task management in ClickUp up to date to reflect your client base in HoneyBook with this workflow. When a client is created in HoneyBook, a corresponding task is instantly created in ClickUp. Stay organized and ensure that every new client gets immediate attention, maximizing your efficiency and improving your client experience.
Keep your task management in ClickUp up to date to reflect your client base in HoneyBook with this workflow. When a client is created in HoneyBook, a corresponding task is instantly created in ClickUp. Stay organized and ensure that every new client gets immediate attention, maximizing your efficiency and improving your client experience.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Creates a new task.
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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
