Double HQ + Notion

Double HQ + Notion integrations

Create new Double HQ clients from new Notion database items

Enhance your productivity with this simple workflow. Whenever there's a New Database Item in Notion, the same item is directly logged as a New Database Item in Double HQ. This strategy ensures efficiency by consistently mirroring your Notion elements in Double HQ, providing an efficient and trustworthy method to handle and track your items.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Notion and Double HQ

Discover other triggers and actions you can use with Notion and Double HQ

- Database
- Data Source
- Page
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Page
  Required
Trigger
Instant
Try It
- Page
  Required
- Block Type
  Required
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- Page
  Required
- Comment
  Required
Action
Write

- Parent_page
  Required
- Title
- Content
- Icon
- Cover
Action
Write
- Item ID
  Required
Action
Write

- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- File_upload_note
- Data Source
  Required
- Item
  Required
- File Property
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Page
  Required
Action
Search
- Block ID
  Required
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or write
Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Inbound Question Creation
Triggers when a new inbound question is created.
Trigger
Instant
Try It
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
- Client ID
  Required
Action
Write
Get Property Columns
Get available properties for your practice in Double.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Double.
Action
Write
- Client ID
  Required
Action
Search

- Data Source
  Required
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Data Source
- Page
  Required
- Properties to Watch
Trigger
Instant
Try It
- Data Source
- Item
  Required
Action
Write
- Data Source
- Template Mode
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write
- Database
  Required
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data Source
  Required
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File_upload_note
- Page (or Block) ID
  Required
- File
  Required
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- BlockId
  Required
Action
Search
- Data Source
Action
Search
- Block ID
  Required
- Page Size
- Start Cursor
Action
Search
- Page or Database Item ID
  Required
Action
Search
- Page
  Required
- Property
  Required
Action
Search
- User
  Required
Action
Search
Client Creation
Triggers when a new client is created.
Trigger
Instant
Try It
Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property Name
  Required
- Property Value
  Required
Action
Search
- Client ID
  Required
Action
Search

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.

HelpHelp

Related categories

Accounting

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn moreLearn moreHelpHelp

Related categories

Task Management