Double HQ + Google Sheets
Create Google Sheets rows from new Double HQ status updates
Manage your Double HQ updates efficiently with this straightforward workflow. When a Close Status Update occurs in Double HQ, a new row is promptly added to your specified Google Sheets document. This workflow saves valuable time and ensures each Double HQ update is accurately recorded for future reference, enhancing productivity. You'll maintain a thorough record of all status changes and never miss an important update.
Manage your Double HQ updates efficiently with this straightforward workflow. When a Close Status Update occurs in Double HQ, a new row is promptly added to your specified Google Sheets document. This workflow saves valuable time and ensures each Double HQ update is accurately recorded for future reference, enhancing productivity. You'll maintain a thorough record of all status changes and never miss an important update.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Properties Update
Triggers when client properties are modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient nameRequired
Workflow type
Client IDRequired
Template IDRequired
Should publish?Required
Close Status Update
Triggers when the status of a close is modified.
Try ItContact EmailRequired
Client IDRequired
EmailRequired
Phone Number
First NameRequired
Last Name
Grant Financial Access
Get Property Columns
Get available properties for your practice in Keeper.
