Double HQ + HoneyBook

Manage new HoneyBook projects by creating clients in Double HQ

Ensure a seamless workflow between HoneyBook and Double HQ with this automation. As soon as a new project is booked in HoneyBook, a client profile is instantly created in Double HQ. This connection enables effective client management, saving you time and enhancing productivity. Allowing you more time to focus on your crucial tasks.

When this happens...
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
automatically do this!
Create Client
Creates a new client in Keeper.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write
Close Status Update
Triggers when the status of a close 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

Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
Try It
New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
Try It
- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
Client Properties Update
Triggers when client properties are 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
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend IDRequired
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.