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.
- 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
Airtable
Databases
ClickUp
Project Management
Ignition
Proposal & Invoice Management
LeadConnector
Marketing Automation
Jotform
Forms & Surveys
GoProposal
Proposal & Invoice Management
Google Forms
Forms & Surveys, Google
QuickBooks Online
Accounting
Slack
Team Chat
Airtable
Databases
ClickUp
Project Management
Ignition
Proposal & Invoice Management
LeadConnector
Marketing Automation
Jotform
Forms & Surveys
GoProposal
Proposal & Invoice Management
Airtable
Databases
ClickUp
Project Management
Ignition
Proposal & Invoice Management
LeadConnector
Marketing Automation
Jotform
Forms & Surveys
GoProposal
Proposal & Invoice Management
Google Forms
Forms & Surveys, Google
QuickBooks Online
Accounting
Slack
Team Chat
Join millions worldwide who automate their work using Zapier
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.
Try ItTriggerInstant - Close Status Update
Triggers when the status of a close is modified.
Try ItTriggerInstant - Tax Return Status Update
Triggers when the status of a tax return project is modified.
Try ItTriggerInstant - ClientRequired
- BranchRequired
ActionWrite
- Client Properties Update
Triggers when client properties are modified.
Try ItTriggerInstant - Inbound Question Creation
Triggers when a new inbound question is created.
Try ItTriggerInstant - Task Status Update
Triggers when the status of a task is modified.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite
For builders
Let your AI safely access Double HQ
Go beyond Zap workflows. Install Zapier in your AI to call Double HQ actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Double HQ from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Double HQ actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Double HQ connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "double-hq", owner: "me" });
await zapier.runAction({
app: 'double-hq',
action: 'client_assign_branch',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Related categories