ClickUp + Double HQ

Create new clients in Double HQ when task changes occur in ClickUp

Save time and stay organized with this workflow. When a task changes in ClickUp, it will create a new client instantly in Double HQ. Ideal for businesses that need to keep track of tasks that are relevant to their clients, this workflow cuts manual data entry and lets you focus on more important work. Enjoy smoother operations at no extra effort.

When this happens...
Task Changes
Triggers when a task changes.
TriggerInstant
automatically do this!
Create Client
Creates a new client in Keeper.
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search
Client Properties Update
Triggers when client properties are 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
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 Keeper.
Action
Write
- Cliend IDRequired
Action
Search

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search
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 Keeper.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

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

ClickUp + Double HQ

Create new clients in Double HQ when task changes occur in ClickUp

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

About ClickUp

Related categories

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About Double HQ

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