ClickUp + HoneyBook
Create new folders in ClickUp when project stages change in HoneyBook
Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.
Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create Folder
Triggers when new folders are created.
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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
