ClickUp + HoneyBook
Create ClickUp tasks for new HoneyBook inquiries
Maintain your to-do list hands-free just by activating this Zap. Once it’s in place, each new inquiry in HoneyBook will be automatically added as a task in ClickUp, keeping you effortlessly prepared for successful follow-up.
Maintain your to-do list hands-free just by activating this Zap. Once it’s in place, each new inquiry in HoneyBook will be automatically added as a task in ClickUp, keeping you effortlessly prepared for successful follow-up.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
