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.

  1. When this happens...
    Double HQDouble HQ
    Task Status Update

    Triggers when the status of a task is modified.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

  • 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

    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client nameRequired

    • Workflow type

    Action
    Write
    • Client IDRequired

    • Template IDRequired

    • Should publish?Required

    Action
    Write
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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

  • Accounting
excel logo
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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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