ClickUp + HoneyBook

Handle updated project stages in HoneyBook by triggering custom actions in ClickUp

Maintain a fluid project workflow between HoneyBook and ClickUp. When a project stage changes in HoneyBook, it prompts tailored tasks in ClickUp, offering you a seamless tracking system for your project milestones. This integration simplifies the process of managing evolving projects, enhancing your productivity and organization skills.

Maintain a fluid project workflow between HoneyBook and ClickUp. When a project stage changes in HoneyBook, it prompts tailored tasks in ClickUp, offering you a seamless tracking system for your project milestones. This integration simplifies the process of managing evolving projects, enhancing your productivity and organization skills.

  1. When this happens...
    HoneyBookHoneyBook
    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Custom Actions (Beta)

    Create a new action using AI.

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    New Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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