ClickUp + HoneyBook
Handle updated project stages in HoneyBook by triggering custom actions in ClickUp
Maintain a fluid project workflow between HoneyBook and ClickUp. When a project stage changes in HoneyBook, it prompts tailored tasks in ClickUp, offering you a seamless tracking system for your project milestones. This integration simplifies the process of managing evolving projects, enhancing your productivity and organization skills.
Maintain a fluid project workflow between HoneyBook and ClickUp. When a project stage changes in HoneyBook, it prompts tailored tasks in ClickUp, offering you a seamless tracking system for your project milestones. This integration simplifies the process of managing evolving projects, enhancing your productivity and organization skills.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
