HoneyBook.
HoneyBook books the client and takes the payment. ClickUp runs what you then owe them — with a portal that shows the project, not just the paperwork.
How it connects
- 1
Project booked in HoneyBook
contract signed, retainer paid
- 2
Zapier picks it up
HoneyBook's supported route
- 3
ClickUp project opens
from the template for that service
- 4
Client portal goes live
one link, no password
Integrations
HoneyBook
HoneyBook
ClickUp
Project booked in HoneyBook
contract signed, retainer paid
Zapier picks it up
HoneyBook's supported route
ClickUp project opens
from the template for that service
Client portal goes live
one link, no password
project→Autumn campaign — Lumen
stage→booked
retainer→paid
owner→studio
Live simulation · illustrative data
And here's what you see.
HoneyBook, inside the portal — no tab switching.
Booked in HoneyBook
Autumn campaign
Autumn campaign — Lumen
In progressClient
Lumen
Booked
HoneyBook · 14 Oct
Retainer
Paid
Due
28 Nov
Owner
Studio
Comments
Lumenvia portal
Can we see the first cut before Friday?
the client asked here, not in your inbox
HoneyBook is built around the booking. Enquiry, brochure, proposal, contract, retainer, the automated nudge when someone goes quiet — it does that stretch well, it does it on a phone, and it takes the payment at the end of it.
Then the project starts, and HoneyBook has almost nothing to say. There are no real tasks, no dependencies, no view of who on your team is overloaded this week, and no way to show a client progress on the work rather than the paperwork. For a solo photographer that is survivable. For a studio with three people and fourteen live projects it is where the wheels come off.
The build is the same shape as the Dubsado one: HoneyBook keeps the front of the business, ClickUp takes the delivery, and the moment a project is booked it exists in both without anyone copying it across.
Stays in HoneyBook
HoneyBook is strong here, particularly on mobile. Leave it alone.
- Enquiry forms and the lead pipeline
- Brochures, proposals and packages
- Contracts and signatures
- Invoices, retainers and card payments
- The scheduler
- Automated follow-up on quiet leads
Moves to ClickUp
None of these really exist in HoneyBook, which is the whole reason for the build.
- Tasks with owners, dependencies and real dates
- Team workload across every live project
- Shot lists, deliverable trackers, revision rounds
- File delivery with versions and approvals
- Reporting across clients, months and services
- A client portal that shows the work in progress
The gap HoneyBook leaves.
HoneyBook's own integration list is short and tells you what it thinks it is: QuickBooks, Zoom, Calendly, Canva, Slack — and then Asana and monday.com. Those last two are project tools. HoneyBook points at them because it knows the work has to go somewhere else.
We point it at ClickUp instead, for one reason: ClickUp is a database you can shape, so the same project can carry the fields your business actually runs on — shoot date, deliverable count, revision round, edit status — and still roll up into one view across every client. Asana and monday will hold tasks. They will not hold your business's own vocabulary without a fight.
Everything the client sees then comes off that one record, which is why the portal never disagrees with the board.
How the two are actually wired.
Same caveat as Dubsado, and it matters more here: HoneyBook has no public API, no public webhooks and no SDK. There is an internal host that powers its own connectors, but HoneyBook has never published endpoint documentation or a way for an outside developer to register. People have been asking in its community forum since 2024.
The supported route is the Zapier connector, authenticated with an API key from your account settings, and it is gated to HoneyBook's Essentials and Premium plans. If you are on the entry-level plan, that is the first thing to fix — nothing can be automated until the key exists.
Within that, the connection is reliable: a project moving to booked, or a payment landing, is enough to open the ClickUp project, fill it from the right template and invite the client to the portal. Where we need more than Zapier gives us, the bridge moves to n8n and we handle the retries ourselves. We will tell you which one your volume justifies rather than defaulting to the expensive answer.
What changes week to week.
The first thing that goes is the Sunday-night inventory — the hour spent working out what is actually live, what is late, and who is waiting on you. That becomes a page.
The second is the status email. Clients who can open a link and see where their project is, what is with them and what is coming next stop sending the where-are-we message, and you stop writing the reply.
The third is the quiet overload. With every project on one board with real dates, a week that is already full looks full before you say yes to a fourth shoot in it.
If you are choosing between the two.
People usually arrive at this page having already picked HoneyBook or Dubsado, and the honest answer is that for the booking half the difference barely matters. HoneyBook is friendlier and better on a phone; Dubsado is more configurable and cheaper at the top end. Both stop at the same place.
What matters more is whether you want two systems or one. Keeping HoneyBook and adding ClickUp underneath is the lighter change and the one most studios should make. Moving the whole business into ClickUp, including leads and proposals, is more work up front and leaves you with a single system and one subscription — which is usually the better end state for a team of three or more.
We build both. The call is thirty minutes and the recommendation is free, including when it is that you should change nothing.
Questions people actually ask.
- Does HoneyBook have an API?
- Not a public one. HoneyBook has never published a developer API, public webhooks or an SDK, and requests for them have been open in its community forum since 2024. The supported way to connect HoneyBook to another system is its Zapier connector, authenticated with an API key from your account settings, and that connector requires the Essentials or Premium plan.
- Can HoneyBook connect to ClickUp?
- Yes, through Zapier. When a project is marked booked or a payment lands, the automation creates the ClickUp project from the template for that service, fills in the client, dates and deliverables, and opens the client's portal. HoneyBook keeps the contract and the invoice; ClickUp runs the work.
- Why not just use HoneyBook's Asana or monday integration?
- You can, and for simple task lists it is fine. We use ClickUp because the project record can carry your own fields — shoot date, revision round, deliverable count, edit status — and still roll up into reporting across every client, and because the client portal reads live from that same record rather than being a separate thing to keep in step.
- Do I need to be on a paid HoneyBook plan for this?
- Yes. The Zapier connector and the API key it needs are only available on HoneyBook's Essentials and Premium plans. On the entry-level plan there is no supported way to get data out automatically, so that upgrade is the first step of any build.
- What happens to my existing HoneyBook projects?
- Live projects get brought across as part of the setup so the board is true from day one — usually a one-off import rather than a sync, because history belongs where it was made. Closed projects stay in HoneyBook as the record of what was signed and paid.
- Could I drop HoneyBook entirely?
- Yes, and for teams it is often the better end state: leads, proposals, contracts, invoicing and delivery in one system, with one subscription and no bridge to maintain. It is a larger build than keeping both, so we usually size it against how much the two-system version would cost you over a year before recommending it.
More in where the work lives.
All integrations →ClickUp
API v2 + v3, webhooks, OAuth and custom fields — the database behind every portal, CRM and automation we ship.
ClickUp time tracking
Every timer turned into live budgets, an editable grid of time entries, time and cost on every task, and invoices billed from the hours.
ClickUp Docs & Forms
Automation wikis published through the API; intake forms feeding pipelines.
Supabase
Postgres with row-level security, auth, edge functions and realtime — snapshot read models and app backends.
Put HoneyBook to work.
Thirty minutes to map what should happen automatically — and what your team should never have to retype again.