Double HQ + Fathom

Create tasks in Double HQ for new action items in Fathom

Simplify your work routine with this streamlined workflow between Fathom and Double HQ. Whenever a new action item arises within Fathom, it immediately results in the creation of a task within the Double HQ app. Not only does this automation save you time, but it also ensures that nothing slips through the cracks, allowing you to focus on your most important work.

When this happens...
New Action Item
Triggers when there's a new action item from a meeting.
TriggerInstant
automatically do this!
Create Task
Creates a new task for a client in Double.
ActionWrite

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Supported triggers and actions

New Action Item
Triggers when there's a new action item from a meeting.
Trigger
Instant
Try It
New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
Try It
New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
Try It
Client Creation
Triggers when a new client is created.
Trigger
Instant
Try It
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 Double.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Double.
Action
Write
- Client IDRequired
Action
Search

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
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New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
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New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
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 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 Double.
Action
Write
- Client IDRequired
Action
Search

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

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.

Learn more

Related categories

AI Meeting Assistants

Double HQ + Fathom

Create tasks in Double HQ for new action items in Fathom

Supported triggers and actions

New Action Item

New Download Video

New Recording

Client Creation

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

Get Contacts

New AI Summary

New Highlight

New Transcript

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

About Double HQ

Related categories

About Fathom

Related categories