Double HQ
Update and add templates in Double HQ when client properties change
Effortlessly keep your Double HQ app updated with this workflow. This process activates when changes are made to client properties within Double HQ, prompting the addition of a template to the client profile in the app. This streamlined approach ensures all client data and templates are updated consistently, enhancing your efficiency and saving valuable time. It's a simple solution for maintaining accurate, up-to-date records within the Double HQ app.
Effortlessly keep your Double HQ app updated with this workflow. This process activates when changes are made to client properties within Double HQ, prompting the addition of a template to the client profile in the app. This streamlined approach ensures all client data and templates are updated consistently, enhancing your efficiency and saving valuable time. It's a simple solution for maintaining accurate, up-to-date records within the Double HQ app.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!Add Template to Client
Add a template to the Client in Keeper.
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Client Properties Update
Triggers when client properties are modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient nameRequired
Workflow type
Client IDRequired
Template IDRequired
Should publish?Required
Close Status Update
Triggers when the status of a close is modified.
Try ItContact EmailRequired
Client IDRequired
EmailRequired
Phone Number
First NameRequired
Last Name
Grant Financial Access
Get Property Columns
Get available properties for your practice in Keeper.