Airtable + Double HQ

Update and manage records in Airtable when client properties change in Double HQ

Keep your Airtable records up-to-date with this helpful workflow. When changes happen to client properties within the Double HQ app, the updates are swiftly reflected in Airtable. This automation facilitates efficient data management, helping you to stay organized and save time. Enhance your productivity by ensuring your Airtable records always reflect the latest client information from Double HQ.

When this happens...
Client Properties Update
Triggers when client properties are modified.
TriggerInstant
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Client Creation
Triggers when a new client is created.
Trigger
Instant
Try It
Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
Try It
- Client nameRequired
- Workflow type
- Task template id to use for client creation
- User email to set as preparer
- User email to set as reviewer
- User email to set as manager
Action
Write
- Client IDRequired
Action
Write

Get Property Columns
Get available properties for your practice in Double.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write

Update Properties
Update properties for a specific client in Double.
Action
Write
- Client IDRequired
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property NameRequired
- Property ValueRequired
Action
Search
- Client IDRequired
Action
Search
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- Base IDRequired
Action
Search
- BaseRequired
Action
Search

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

Similar apps

About Double HQ

Double HQ is a platform bookkeeping and CAS firms rely on for month-end close and practice management, with live connections to QBO and Xero. Formerly Keeper.

Related categories

Accounting

Related Zap Templates

Manage new or updated Airtable records by creating tasks in Double HQ

Related Zap Templates

Manage new or updated Airtable records by creating tasks in Double HQ

Airtable + Double HQ

Update and manage records in Airtable when client properties change in Double HQ

Client Creation

Close Status Update

Task Status Update

Create Client

Get Client Assignment

Get Property Columns

Add Template to Client

Update Properties

Get Client Properties

New Record

Add Comment to Record

Create Records (Advanced)

Create or Update Record

Delete Record

Update Multiple Records

Find Record

Find Table

Find Base

Get All Records

Find or Create Record

Client Properties Update

Tax Return Status Update

Lookup Client by Email

Create Contact

Apply Organizer Template to Client

Create Task

Get Templates

Lookup Client by Client Property

Get Contacts

New or Updated Record

Create Record

Create Base

Create Table

Update Record

API Request (Beta)

Find Record by ID

Find Table by ID

Find Base by ID

Get Base Schema

About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Double HQ

Related categories

Related Zap Templates

Related Zap Templates