ClickUp + HoneyBook
Create new ClickUp checklists for every new HoneyBook inquiry
When a new inquiry comes in through HoneyBook, let this workflow take care of the next steps by immediately creating a new checklist in ClickUp. Perfect for teams looking to streamline operations, this efficient system makes sure every new request is systematically handled, allowing you to focus more on client interaction and less on manual administrative tasks. Boost your customer response efficiency with this HoneyBook to ClickUp integration.
When a new inquiry comes in through HoneyBook, let this workflow take care of the next steps by immediately creating a new checklist in ClickUp. Perfect for teams looking to streamline operations, this efficient system makes sure every new request is systematically handled, allowing you to focus more on client interaction and less on manual administrative tasks. Boost your customer response efficiency with this HoneyBook to ClickUp integration.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!New Checklist
Add a checklist to a task
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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
