Double HQ + Google Chat

Create messages in Google Chat from new client creations in Double HQ

Utilize this simplified workflow to seamlessly manage client communication soon after their addition in Double HQ. Upon the creation of a new client in Double HQ, it triggers a fresh message in Google Chat, keeping your team instantly updated and ensuring immediate follow-ups. This integration improves communication efficiency, saving valuable time and energy in your business operations.

When this happens...
Client Creation
Triggers when a new client is created.
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
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client nameRequired
- 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
- Client IDRequired
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
- Hangouts Chat RoomRequired
- Message TitleRequired
- Message Image URL
- Message Subtitle
- Message TextRequired
- Action Button Text
- Action Button URL
Action
Write

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property NameRequired
- Property ValueRequired
Action
Search
- 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 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.