Double HQ + Zapier Chrome extension

Create tasks in Double HQ for new pushes in Zapier Chrome extension

Stay organized and keep track of important tasks with this workflow. When you receive a new push in the Zapier Chrome extension, the automation promptly creates a new task in Double HQ. It's perfect for ensuring your tasks are consolidated in one place, making your job easier and more efficient.

When this happens...
New PushWhen you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
TriggerInstant
automatically do this!
Create TaskCreates a new task for a client in Double.
ActionWrite

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More things you can do with Zapier Chrome extension and Double HQ

Discover other triggers and actions you can use with Zapier Chrome extension and Double HQ

- Instructions
- Input Fields (Optional)
Trigger
Instant
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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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Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
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- Client
  Required
- Branch
  Required
Action
Write

- 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

- Message Title
  Required
- Message Details
  Required
Action
Write
Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Inbound Question Creation
Triggers when a new inbound question is created.
Trigger
Instant
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Task Status Update
Triggers when the status of a task 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.

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Related categories

Accounting

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.

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Notifications

Productivity

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