Anchor + Double HQ

Create new Double HQ clients when proposals get approved in Anchor

Efficiently manage customer information with seamless workflows between the Anchor and Double HQ apps. Once a proposal is green-lit in Anchor, this operation swiftly transmits this approval status to the Double HQ app, simplifying the process of creating a new client. This automation reduces the need for duplicate data entry, promotes a more efficient client onboarding process, and ensures your customer data remains accurate and up-to-date. Leverage this intelligent workflow to enhance productivity in your operations.

When this happens...
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
TriggerInstant
automatically do this!
Create Client
Creates a new client in Double.
ActionWrite

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Supported triggers and actions

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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Client Creation
Triggers when a new client is created.
Trigger
Instant
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Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- 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

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
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Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
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- 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

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

Learn more

Related categories

Proposal & Invoice Management

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

Create new Double HQ clients from paid Anchor invoices

Update properties in Double HQ when proposals are approved in Anchor

Anchor + Double HQ

Create new Double HQ clients when proposals get approved in Anchor

Supported triggers and actions

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

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

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

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

About Anchor

Related categories

About Double HQ

Related categories

Related Zap Templates

Related Zap Templates