Double HQ + Microsoft Excel
Update task status in Double HQ and add a row in Microsoft Excel
Stay organized and efficient with this streamlined workflow. When you update the status of a task in Double HQ, it adds a new row in your designated Microsoft Excel sheet detailing the update. This automatic process not only saves time but also keeps your records up-to-date and easily accessible. Get the peace of mind you deserve with this efficient solution to task tracking.
Stay organized and efficient with this streamlined workflow. When you update the status of a task in Double HQ, it adds a new row in your designated Microsoft Excel sheet detailing the update. This automatic process not only saves time but also keeps your records up-to-date and easily accessible. Get the peace of mind you deserve with this efficient solution to task tracking.
- When this happens...Task Status Update
Triggers when the status of a task is modified.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Client Properties Update
Triggers when client properties are modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient nameRequired
Workflow type
Client IDRequired
Template IDRequired
Should publish?Required
Close Status Update
Triggers when the status of a close is modified.
Try ItContact EmailRequired
Client IDRequired
EmailRequired
Phone Number
First NameRequired
Last Name
Grant Financial Access
Get Property Columns
Get available properties for your practice in Keeper.
