Double HQ + Google Chat

Create Google Chat messages from updated Double HQ status updates

Keep your team notified about updates in Double HQ. Whenever a status changes in Double HQ, this workflow sends a message in Google Chat. It enables immediate communication about important shifts in Double HQ, ensuring your team stays informed and can react promptly. This simple automation keeps everyone on the same page and enhances real-time collaborations.

When this happens...
Close Status Update
Triggers when the status of a close is modified.
TriggerInstant
automatically do this!
Create Message
Create a message in Hangouts Chat.
ActionWrite

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Supported triggers and actions

Client Creation
Triggers when a new client is created.
Trigger
Instant
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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 Keeper.
Action
Write

- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

- Client IDRequired
Action
Search

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 Keeper.
Action
Write
- Client IDRequired
Action
Search
- Hangouts Chat RoomRequired
- Message TitleRequired
- Message Image URL
- Message Subtitle
- Message TextRequired
- Action Button Text
- Action Button URL
Action
Write

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 Google Chat

Google Chat is a communication software developed by Google built for teams that provides direct messages and team chat rooms, along with a group messaging function that allows Google Drive content sharing.

Double HQ + Google Chat

Create Google Chat messages from updated Double HQ status updates

Supported triggers and actions

Client Creation

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

Get Contacts

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

Create Message

About Double HQ

Related categories

About Google Chat

Related categories

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