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Integrate HoneyBook with ClickUp to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate HoneyBook with ClickUp - no code necessary. See how you can get setup in minutes.

Select a trigger from HoneyBook

A trigger is an event that starts your Zap and runs the workflow. For example, with HoneyBook, a trigger could be "Client Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from ClickUp

An action is what takes place after the automation is triggered. For example, with ClickUp, the action could be "Archive or Delete Task."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HoneyBook to ClickUp

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect HoneyBook to ClickUp with a Zapier template.

Our most popular template

Create ClickUp tasks for new HoneyBook projects
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HoneyBook + ClickUp
Create ClickUp tasks for new HoneyBook inquiries
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HoneyBook + ClickUp
Create new HoneyBook projects when tasks change in ClickUp
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ClickUp + HoneyBook
Create new ClickUp tasks when HoneyBook project stages change
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HoneyBook + ClickUp
Create new HoneyBook projects from new tasks in ClickUp
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ClickUp + HoneyBook
Create ClickUp tasks for new HoneyBook payments.
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HoneyBook + ClickUp

Create ClickUp tasks for new HoneyBook projects

HoneyBook + ClickUp

Create ClickUp tasks for new HoneyBook inquiries

HoneyBook + ClickUp

Create new HoneyBook projects when tasks change in ClickUp

ClickUp + HoneyBook

Create new ClickUp tasks when HoneyBook project stages change

HoneyBook + ClickUp

Create new HoneyBook projects from new tasks in ClickUp

ClickUp + HoneyBook

Create ClickUp tasks for new HoneyBook payments.

HoneyBook + ClickUp

Create ClickUp tasks for new HoneyBook projects.
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HoneyBook + ClickUp
Create new ClickUp folders for booked HoneyBook projects
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HoneyBook + ClickUp

Make work flow with AI

Level up your HoneyBook to ClickUp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about HoneyBook + ClickUp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and ClickUp

How can I integrate ClickUp with HoneyBook using your platform?

To integrate ClickUp with HoneyBook, you can use our platform by setting up a 'zap' that connects the two applications. You'll be able to choose triggers from one platform that automatically result in actions on the other. For instance, you might configure a zap where creating a new task in ClickUp (trigger) adds a new entry in your HoneyBook pipeline (action).

What triggers are available for ClickUp in this integration?

When integrating with ClickUp, we offer several triggers including when a new task is created, when a task is updated, or when a specific list reaches completion. These triggers allow you to automate your workflows effectively by connecting with actions in HoneyBook.

What actions can be executed in HoneyBook through this integration?

With our integration setup, you can execute actions such as creating new projects, adding contact information, or updating existing records in HoneyBook based on activity from ClickUp. This helps keep both platforms synchronized.

Is it possible to update an activity status automatically between ClickUp and HoneyBook?

Yes, through our integration, you can set up automation where changes in activity statuses in ClickUp are reflected as updates within HoneyBook projects. This ensures consistency across both platforms.

Can I customize the data fields transferred between ClickUp and HoneyBook?

Certainly! When setting up the integration between ClickUp and HoneyBook, you'll have the option to map specific fields between the two applications so that only relevant data is transferred.

What happens if there’s an error during integration setup or execution?

If there’s an error during setup or while executing integrated workflows between ClickUp and HoneyBook, our platform provides detailed logs and notifications to help troubleshoot the issue promptly.

Do I need any technical skills to set up this integration?

Setting up the integration between ClickUp and HoneyBook using our platform is designed to be user-friendly without requiring technical skills. Our step-by-step guide walks you through selecting triggers and actions easily.

Connect HoneyBook and ClickUp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect HoneyBook and ClickUp to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
Try It
- Client Full Name
  Required
- Client Email
  Required
- Address
- Phone Number
Action
Write
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search

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About HoneyBook

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ClickUp

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

Learn more Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

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Todoist

Task Management

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