ClickUp + HoneyBook
Create new ClickUp folders for every new client created in HoneyBook
Stay organized and systematic with your client data using this workflow. When you add a new client in HoneyBook, it immediately creates a corresponding folder in ClickUp. It's a seamless way to ensure you're always ready to manage client-specific tasks, documents, and information, providing a streamlined solution to your client management process.
Stay organized and systematic with your client data using this workflow. When you add a new client in HoneyBook, it immediately creates a corresponding folder in ClickUp. It's a seamless way to ensure you're always ready to manage client-specific tasks, documents, and information, providing a streamlined solution to your client management process.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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 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
