Double HQ + Slack

Update Slack channel messages when new status updates occur in Double HQ

Implement a seamless workflow between your Double HQ and Slack apps. With this setup, every time there's a status update in Double HQ, a channel message is sent in Slack. Enhance the productivity of your team by ensuring that everyone is up-to-date with the latest changes without manual intervention. Experience coordinated task management effectively.

When this happens...
Close Status Update
Triggers when the status of a close is modified.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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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
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Canvas IDRequired
- OperationRequired
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
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
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- 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
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
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- ChannelRequired
- MessageRequired
- ReactionRequired
Action
Write
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
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.

Related categories

Accounting

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

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Create new tasks in Double HQ for every new reaction added in Slack

Find public channels in Slack when task status updates in Double HQ

Double HQ + Slack

Update Slack channel messages when new status updates occur in Double HQ

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

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added in a Channel

New Pushed Message

New User

Add Reminder

Cancel Scheduled Message

Send Channel Message

Delete Message

Edit Canvas

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

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

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reaction

Archive Conversation

Invite User to Channel

Create Canvas

Send Direct Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

About Double HQ

Related categories

About Slack

Related categories

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Microsoft Teams

Twist

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