Skip to content
Double HQ logoDouble HQ logo
Microsoft Excel logoMicrosoft Excel logo
Double HQ logoDouble HQ logo
Microsoft Excel logoMicrosoft Excel logo

Double HQ + Microsoft Excel

Double HQ + Microsoft Excel

Double HQ + Microsoft Excel integrations

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.

  1. When this happens...
    Task Status Update
    Task Status Update
    Task Status UpdateTriggers when the status of a task is modified.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Double HQ and Microsoft Excel

Discover other triggers and actions you can use with Double HQ and Microsoft Excel

  • Double HQ triggers, actions, and search
    Client Creation

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Tax Return Status Update

    Triggers when the status of a tax return project is modified.

    Trigger
    Instant
    Try It
    • Contact Email
      Required
    Action
    Write
  • Double HQ triggers, actions, and search
    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Inbound Question Creation

    Triggers when a new inbound question is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client name
      Required
    • 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
double-hq logo
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
excel logo
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories
Similar apps
OneDrive integrationsOneDrive integrations
OneDrive
File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations
Smartsheet
Spreadsheets
Quip integrationsQuip integrations
Quip
Documents