Double HQ Integrations

Name: Zapier
Availability: InStock

Put Double HQ to work with AI and enterprise-grade automation

Automate smarter with Double HQ and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Typeform

Forms & Surveys

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Dubsado

CRM (Customer Relationship Management)

Airtable

Databases

ClickUp

Project Management

Ignition

Proposal & Invoice Management

LeadConnector

Marketing Automation

Notion

Task Management

Typeform

Forms & Surveys

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Dubsado

CRM (Customer Relationship Management)

Airtable

Databases

ClickUp

Project Management

Typeform

Forms & Surveys

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Dubsado

CRM (Customer Relationship Management)

Airtable

Databases

ClickUp

Project Management

Ignition

Proposal & Invoice Management

LeadConnector

Marketing Automation

Notion

Task Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Double HQ clients and apply templates from newly accepted Ignition proposals
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Ignition + Double HQ
Create tasks in Microsoft To Do when status updates close in Double HQ
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Double HQ + Microsoft To Do
Update Slack channel messages when new status updates occur in Double HQ
Details
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Double HQ + Slack
Update task status in Double HQ to create new tasks in Motion
Details
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Double HQ + Motion
Create tasks in Motion for updated status updates in Double HQ
Details
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Double HQ + Motion
Create Double HQ clients from newly accepted Ignition proposals
Details
Try it
Ignition + Double HQ

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Details

Try it

Ignition + Double HQ

Create tasks in Microsoft To Do when status updates close in Double HQ

Details

Try it

Double HQ + Microsoft To Do

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

Details

Try it

Double HQ + Slack

Update task status in Double HQ to create new tasks in Motion

Details

Try it

Double HQ + Motion

Create tasks in Motion for updated status updates in Double HQ

Details

Try it

Double HQ + Motion

Create Double HQ clients from newly accepted Ignition proposals

Details

Try it

Ignition + Double HQ

Create new Double HQ clients from added Google Sheets rows in team drive

Details

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Google Sheets + Double HQ

Create Double HQ clients when new Quotient quotes are accepted

Details

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Quotient + Double HQ

Update Double HQ properties with new or updated rows from Google Sheets

Details

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Google Sheets + Double HQ

Manage new HoneyBook projects by creating clients in Double HQ

Details

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HoneyBook + Double HQ

Update and add templates in Double HQ when client properties change

Details

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Double HQ

Create clients in Double HQ from new contacts in Xero

Details

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Xero + Double HQ

Create new Double HQ clients from added Google Sheets rows in team drive
Details
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Google Sheets + Double HQ
Create Double HQ clients when new Quotient quotes are accepted
Details
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Quotient + Double HQ
Update Double HQ properties with new or updated rows from Google Sheets
Details
Try it
Google Sheets + Double HQ
Manage new HoneyBook projects by creating clients in Double HQ
Details
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HoneyBook + Double HQ
Update and add templates in Double HQ when client properties change
Details
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Double HQ
Create clients in Double HQ from new contacts in Xero
Premium
Details
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Xero + Double HQ

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- 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

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
- 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

Double HQ Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Double HQ Integrations

Put Double HQ to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Create tasks in Microsoft To Do when status updates close in Double HQ

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

Update task status in Double HQ to create new tasks in Motion

Create tasks in Motion for updated status updates in Double HQ

Create Double HQ clients from newly accepted Ignition proposals

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Create tasks in Microsoft To Do when status updates close in Double HQ

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

Update task status in Double HQ to create new tasks in Motion

Create tasks in Motion for updated status updates in Double HQ

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Supported triggers and actions

Double HQ Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Double HQ Integrations

Popular Double HQ Integrations

Double HQ Integrations

Put Double HQ to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Create tasks in Microsoft To Do when status updates close in Double HQ

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

Update task status in Double HQ to create new tasks in Motion

Create tasks in Motion for updated status updates in Double HQ

Create Double HQ clients from newly accepted Ignition proposals

Create Double HQ clients and apply templates from newly accepted Ignition proposals

Create tasks in Microsoft To Do when status updates close in Double HQ

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

Update task status in Double HQ to create new tasks in Motion

Create tasks in Motion for updated status updates in Double HQ

Create Double HQ clients from newly accepted Ignition proposals

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Create new Double HQ clients from added Google Sheets rows in team drive

Create Double HQ clients when new Quotient quotes are accepted

Update Double HQ properties with new or updated rows from Google Sheets

Manage new HoneyBook projects by creating clients in Double HQ

Update and add templates in Double HQ when client properties change

Create clients in Double HQ from new contacts in Xero

Double HQ Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Double HQ Integrations

Popular Double HQ Integrations

Connect Your App Accounts to Zapier