Double HQ + Google Chat
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 CreationTriggers when a new client is created.
- automatically do this!Create MessageCreate a message in Hangouts Chat.
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More things you can do with Double HQ and Google Chat
Discover other triggers and actions you can use with Double HQ and Google Chat
- Client Creation
Triggers when a new client is created.
Try ItTriggerInstant - Close Status Update
Triggers when the status of a close is modified.
Try ItTriggerInstant - Tax Return Status Update
Triggers when the status of a tax return project is modified.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite
- Client Properties Update
Triggers when client properties are modified.
Try ItTriggerInstant - Inbound Question Creation
Triggers when a new inbound question is created.
Try ItTriggerInstant - Task Status Update
Triggers when the status of a task is modified.
Try ItTriggerInstant - 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
ActionWrite
