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 Creation
Triggers when a new client is created.
Try ItClose Status Update
Triggers when the status of a close is modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient 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
