Create lists in ClickUp from new payments paid in HoneyBook
Enhance your financial tracking and business task management with this handy workflow. Upon receiving a new payment in HoneyBook, a matching list gets instantly created in ClickUp. This enables a smoother task management process and efficient tracking of finances, eliminating manual inputs and bolstering your overall productivity.
Enhance your financial tracking and business task management with this handy workflow. Upon receiving a new payment in HoneyBook, a matching list gets instantly created in ClickUp. This enables a smoother task management process and efficient tracking of finances, eliminating manual inputs and bolstering your overall productivity.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create List
Triggers when new lists 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