Double HQ + Google Drive

Create tasks in Double HQ for new folders in Google Drive

Stay organized and on top of your tasks every time a new folder is created in Google Drive. With this workflow, your new folder in Google Drive will initiate a task creation in Double HQ. Efficiently manage your work and save time by using this seamless integration between Google Drive and Double HQ.

When this happens...
New Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
TriggerPolling
automatically do this!
Create Task
Creates a new task for a client in Keeper.
ActionWrite

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Supported triggers and actions

- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- FileRequired
- Export FormatRequired
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write

- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write

- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- Folder
- File IDRequired
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write
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

- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include Deleted
Trigger
Polling
Try It
- Drive
- Folder
- FileRequired
- Confirm deletionRequired
Action
Write
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- FileRequired
- Email Address
- Permission ID
Action
Write
- Shared Drive NameRequired
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write
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
- Cliend 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 Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn more

Double HQ + Google Drive

Create tasks in Double HQ for new folders in Google Drive

New File

New Folder

Copy File

Export File

Create Folder

Create File From Text

Replace File

Add File Sharing Preference

Update File or Folder Metadata

API Request (Beta)

Retrieve Files from Google Drive

Get File Permissions

Find a Folder

Find or Create Folder

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

New File in Folder

Updated File

Delete File (Permanent)

Upload File

Move File

Remove File Permission

Create Shared Drive

Create Shortcut

Update File/Folder Name

Delete File

Retrieve File or Folder by ID

Find a File

Find or Create File

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 Google Drive

Related categories

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