ClickUp + HoneyBook

Create new folders in ClickUp when project stages change in HoneyBook

Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.

Keep your project stages and file organization seamlessly connected with this HoneyBook to ClickUp workflow. Once set up, each time a project stage is updated in HoneyBook, a corresponding folder will be created in ClickUp. This ensures that every project stage change is accurately reflected in your ClickUp directory, taking the hassle out of manual file management, and letting you focus on more valuable tasks.

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

    Triggers when a project manually or automatically changes its stage.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    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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