ClickUp + HoneyBook
Create ClickUp tasks for new HoneyBook projects.
Streamline your project management by automatically creating tasks in ClickUp when new projects are booked in HoneyBook. This workflow helps save time, ensures consistency in your process, and keeps your team updated on new projects, making collaboration smoother and hassle-free.
Streamline your project management by automatically creating tasks in ClickUp when new projects are booked in HoneyBook. This workflow helps save time, ensures consistency in your process, and keeps your team updated on new projects, making collaboration smoother and hassle-free.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Task
Creates a new task.
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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
