Akiflow + Double HQ

Create tasks in Akiflow for updated status updates in Double HQ

Enhance your productivity by linking the Double HQ and Akiflow apps. With this workflow, every time there is a status update in the Double HQ app, a task is immediately created in the Akiflow app. This seamless connectivity keeps your projects on schedule and promotes better task management, providing a clear, efficient solution to managing your priorities.

When this happens...
Close Status Update
Triggers when the status of a close is modified.
TriggerInstant
automatically do this!
Create Task
Create a task in Akiflow
ActionWrite

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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
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
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

Client Properties Update
Triggers when client properties are 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
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Client IDRequired
Action
Search
- TitleRequired
- Status
- Date
- Datetime
- Duration
- Priority
- Daily Goal
- Due Date
- Description
- Project
- Link
- Unique Identifier (advanced)
- List (Deprecated, use the "Label" field)
Action
Write

About Akiflow

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

Learn more

Related categories

Productivity

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

Akiflow + Double HQ

Create tasks in Akiflow for updated status updates in Double HQ

Supported triggers and actions

Client Creation

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

Get Contacts

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

Create Task

About Akiflow

Related categories

About Double HQ

Related categories