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Akiflow + Double HQ

Create tasks in Akiflow for updated status updates in Double HQ

Enhance your productivity by linking the Double HQ and Akiflow apps. With this workflow, every time there is a status update in the Double HQ app, a task is immediately created in the Akiflow app. This seamless connectivity keeps your projects on schedule and promotes better task management, providing a clear, efficient solution to managing your priorities.

When this happens...
Close Status UpdateTriggers when the status of a close is modified.
TriggerInstant
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Create TaskCreate a task in Akiflow
ActionWrite

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More things you can do with Double HQ and Akiflow

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

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
Try It
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
- Title
  Required
- Status
- Date
- Datetime
- Duration
- Priority
- Daily Goal
- Due Date
- Description
- Project
- Link
- Unique Identifier (advanced)
- List (Deprecated, use the "Label" field)
Action
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
- 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 Akiflow

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

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Related categories

Productivity

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