Double HQ + Microsoft Outlook

Update task statuses in Double HQ and send emails in Microsoft Outlook

Enjoy improved task management and more efficient team communication with this workflow. When a task status is updated in Double HQ, an email is immediately sent in Microsoft Outlook. This not only keeps your team up-to-date with your progress, but also promotes seamless communication. Experience the ease of automation and better collaboration with this workflow.

When this happens...
Task Status Update
Triggers when the status of a task is modified.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
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Supported triggers and actions

Client Creation
Triggers when a new client is created.
Trigger
Instant
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Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client 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
Action
Write
- Client IDRequired
Action
Write

Get Property Columns
Get available properties for your practice in Double.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write

Update Properties
Update properties for a specific client in Double.
Action
Write
- Client IDRequired
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution listRequired
- User emailRequired
Action
Write
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder NameRequired
- Parent Folder
Action
Write
- Shared Mailbox
- Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Mark asRequired
Action
Write
- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
Action
Write
- Send From (Shared Mailbox)
- Draft Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- ImportanceRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property NameRequired
- Property ValueRequired
Action
Search
- Client IDRequired
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared MailboxRequired
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to DeleteRequired
Action
Write
- EventRequired
Action
Write
- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Email IDRequired
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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Double HQ + Microsoft Outlook

Update task statuses in Double HQ and send emails in Microsoft Outlook

Client Creation

Close Status Update

Task Status Update

Create Client

Get Client Assignment

Get Property Columns

Add Template to Client

Update Properties

Get Client Properties

Calendar Event Start

New Attachment

New Contact

New Email Matching Search

New Flagged Email

Updated Calendar Event

Add Attendees to Calendar Event

Add User to Distribution List

Create Event

Create Draft Email

Create Folder

Delete Email

Flag / Unflag Email

Mark Email as Read/Unread

Remove Categories From Email

Send Draft Email

Set Email Importance

Update Contact

Find Calendar Events

Find Emails

Find Calendar Events in Group Calendar

Get Calendar Events in Date Range

Client Properties Update

Tax Return Status Update

Lookup Client by Email

Create Contact

Apply Organizer Template to Client

Create Task

Get Templates

Lookup Client by Client Property

Get Contacts

Cancelled Calendar Event

New Calendar Event

New Email in Personal Inbox

New Email in Shared Mailbox

New Message in Folder

Updated Contact

Set Categories on an Email

Copy Email

Create Contact

Create Draft Reply

Delete Contact

Delete Event

Forward Email

Move Email to Folder

Reply to Email

Send Email

Update Calendar Event

API Request (Beta)

Find Contacts

Find Emails in Specific Folder

Get Attachment by ID

Find or Create Contact

About Double HQ

Related categories

About Microsoft Outlook

Related categories

Similar apps

Gmail

Zoho Mail

Related Zap Templates

Related Zap Templates