Double HQ Integrations

Name: Zapier
Availability: InStock

Put Double HQ to work with AI and enterprise-grade automation

Automate smarter with Double HQ and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Anchor

Proposal & Invoice Management

Slack

Team Chat

Typeform

Forms & Surveys

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Calendly

Scheduling & Booking

ClickUp

Project Management

GoProposal

Proposal & Invoice Management

Anchor

Proposal & Invoice Management

Slack

Team Chat

Typeform

Forms & Surveys

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Anchor

Proposal & Invoice Management

Slack

Team Chat

Typeform

Forms & Surveys

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Calendly

Scheduling & Booking

ClickUp

Project Management

GoProposal

Proposal & Invoice Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Double HQ clients and apply templates from newly accepted Ignition proposals
Details
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Ignition + Double HQ
Update Slack channel messages when new status updates occur in Double HQ
Details
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Double HQ + Slack
Create tasks in Microsoft To Do when status updates close in Double HQ
Details
Try it
Double HQ + Microsoft To Do
Create tasks in Double HQ from newly-labeled emails in Gmail
Details
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Gmail + Double HQ
Create Double HQ clients from newly accepted Ignition proposals
Details
Try it
Ignition + Double HQ
Create new Double HQ clients from added Google Sheets rows in team drive
Details
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Google Sheets + Double HQ

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Details

Try it

Ignition + Double HQ

Update Slack channel messages when new status updates occur in Double HQ

Details

Try it

Double HQ + Slack

Create tasks in Microsoft To Do when status updates close in Double HQ

Details

Try it

Double HQ + Microsoft To Do

Create tasks in Double HQ from newly-labeled emails in Gmail

Details

Try it

Gmail + Double HQ

Create Double HQ clients from newly accepted Ignition proposals

Details

Try it

Ignition + Double HQ

Create new Double HQ clients from added Google Sheets rows in team drive

Details

Try it

Google Sheets + Double HQ

Create Double HQ clients when new Quotient quotes are accepted

Details

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Quotient + Double HQ

Update Double HQ properties with new or updated rows from Google Sheets

Details

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Google Sheets + Double HQ

Manage new HoneyBook projects by creating clients in Double HQ

Details

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HoneyBook + Double HQ

Update and add templates in Double HQ when client properties change

Details

Try it

Double HQ

Create clients in Double HQ from new contacts in Xero

Details

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Xero + Double HQ

Create Double HQ contacts from new Xero contacts

Details

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Xero + Double HQ

Create Double HQ clients when new Quotient quotes are accepted
Details
Try it
Quotient + Double HQ
Update Double HQ properties with new or updated rows from Google Sheets
Details
Try it
Google Sheets + Double HQ
Manage new HoneyBook projects by creating clients in Double HQ
Details
Try it
HoneyBook + Double HQ
Update and add templates in Double HQ when client properties change
Details
Try it
Double HQ
Create clients in Double HQ from new contacts in Xero
Premium
Details
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Xero + Double HQ
Create Double HQ contacts from new Xero contacts
Premium
Details
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Xero + Double HQ

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 name
  Required
- Workflow type
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Due Date
- Priority
Action
Write

Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend ID
  Required
Action
Search

Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

Double HQ Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Accounting

Double HQ Integrations

Put Double HQ to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Double HQ

Create tasks in Microsoft To Do when status updates close in Double HQ

Create tasks in Double HQ from newly-labeled emails in Gmail

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Double HQ

Create tasks in Microsoft To Do when status updates close in Double HQ

Create tasks in Double HQ from newly-labeled emails in Gmail

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create Double HQ contacts from new Xero contacts

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create Double HQ contacts from new Xero contacts

Supported triggers and actions

Double HQ Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Double HQ Integrations

Popular Double HQ Integrations

Double HQ Integrations

Put Double HQ to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Double HQ

Create tasks in Microsoft To Do when status updates close in Double HQ

Create tasks in Double HQ from newly-labeled emails in Gmail

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Update Slack channel messages when new status updates occur in Double HQ

Create tasks in Microsoft To Do when status updates close in Double HQ

Create tasks in Double HQ from newly-labeled emails in Gmail

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create Double HQ contacts from new Xero contacts

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create Double HQ contacts from new Xero contacts

Double HQ Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Double HQ Integrations

Popular Double HQ Integrations

Connect Your App Accounts to Zapier