ClickUp + HoneyBook
Create folders in ClickUp for new payments paid in HoneyBook
Stay organized and efficient with this automation that connects HoneyBook and ClickUp. Every time a new payment is received in HoneyBook, a corresponding folder gets created in ClickUp. This handy workflow eliminates the need for manual data entry, making sure your project management space stays as streamlined as your billing process.
Stay organized and efficient with this automation that connects HoneyBook and ClickUp. Every time a new payment is received in HoneyBook, a corresponding folder gets created in ClickUp. This handy workflow eliminates the need for manual data entry, making sure your project management space stays as streamlined as your billing process.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- 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
