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Airtable + Double HQ

Airtable + Double HQ

Airtable + Double HQ integrations

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.

  1. When this happens...
    Client Properties Update
    Client Properties Update
    Client Properties UpdateTriggers when client properties are modified.
  2. automatically do this!
    Create or Update Record
    Create or Update Record
    Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with Double HQ and Airtable

Discover other triggers and actions you can use with Double HQ and Airtable

  • Double HQ triggers, actions, and search
    Client Creation

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Tax Return Status Update

    Triggers when the status of a tax return project is modified.

    Trigger
    Instant
    Try It
    • Contact Email
      Required
    Action
    Write
  • Double HQ triggers, actions, and search
    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Inbound Question Creation

    Triggers when a new inbound question is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client name
      Required
    • 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
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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.
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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.
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