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Double HQ + Microsoft Outlook

Double HQ + Microsoft Outlook

Double HQ + Microsoft Outlook integrations

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.

  1. When this happens...
    Task Status Update
    Task Status Update
    Task Status UpdateTriggers when the status of a task is modified.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Double HQ and Microsoft Outlook

Discover other triggers and actions you can use with Double HQ and Microsoft Outlook

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