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Double HQ + Google Sheets

Double HQ + Google Sheets

Double HQ + Google Sheets integrations

Track new Double HQ inbound questions by creating rows in Google Sheets

Manage your inquiries more efficiently with this automation. When a new question is created in Double HQ, this workflow immediately adds a row in Google Sheets. It not only streamlines your inquiry tracking process but also spares you the hassle of manual data entry, allowing you to focus on what matters most – answering those questions.

  1. When this happens...
    Inbound Question Creation
    Inbound Question Creation
    Inbound Question CreationTriggers when a new inbound question is created.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Double HQ and Google Sheets

Discover other triggers and actions you can use with Double HQ and Google Sheets

  • Double HQ triggers, actions, and search
    Client Creation

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Tax Return Status Update

    Triggers when the status of a tax return project is modified.

    Trigger
    Instant
    Try It
    • Contact Email
      Required
    Action
    Write
  • Double HQ triggers, actions, and search
    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Inbound Question Creation

    Triggers when a new inbound question is created.

    Trigger
    Instant
    Try It
  • Double HQ triggers, actions, and search
    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client name
      Required
    • 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
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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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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