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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.

  1. When this happens...
    HoneyBookHoneyBook
    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Custom Actions (Beta)

    Create a new action using AI.

    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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