Double HQ + Harvest
Stop Harvest timers when status updates happen in Double HQ
Boost productivity and effectively manage your time with this automated workflow. When a status update occurs in Double HQ, it prompts the Harvest app to promptly cease the timer. This seamless transition not only simplifies your work process but also helps keep track of your time spent on various tasks, offering an efficient way to manage your work hours.
Boost productivity and effectively manage your time with this automated workflow. When a status update occurs in Double HQ, it prompts the Harvest app to promptly cease the timer. This seamless transition not only simplifies your work process but also helps keep track of your time spent on various tasks, offering an efficient way to manage your work hours.
- When this happens...Close Status Update
Triggers when the status of a close is modified.
- automatically do this!Stop Timer
Stops any running timers
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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.