Double HQ and Salesflare

Accounting doublehq.com ↗

How to connect Double HQ

Via Zapier — 20 operations available. Set it up ↗

What you can automate

When new Task in Salesflare, create Task in Double HQ.

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.

Double HQ operations on Zapier

Triggers (6)

Start a workflow when this happens

Client Creation — Triggers when a new client is created.
Client Properties Update — Triggers when client properties are modified.
Close Status Update — Triggers when the status of a close is modified.
Inbound Question Creation — Triggers when a new inbound question is created.
Task Status Update — Triggers when the status of a task is modified.

Show 1 more triggers

Tax Return Status Update — Triggers when the status of a tax return project is modified.

Actions (11)

Things Salesflare can make it do

Add Template to Client — Add a template to the Client in Double.
Apply Organizer Template to Client — Apply an organizer template to a client in Double.
Assign Client to Branch — Assigns an existing client to a branch in Double.
Create Client — Creates a new client in Double.
Create Contact — Creates a new contact for a client in Double.

Show 6 more actions

Create Task — Creates a new task for a client in Double.
Get Client Assignment — Retrieves the assignment details (preparer, reviewer, manager) for a client in Double.
Get Property Columns — Get available properties for your practice in Double.
Get Templates — Get project templates for your practice in Double.
Lookup Client by Email — Search for clients by contact email address.
Update Properties — Update properties for a specific client in Double.