Create Google Sheets rows from new Double HQ status updates
Manage your Double HQ updates efficiently with this straightforward workflow. When a Close Status Update occurs in Double HQ, a new row is promptly added to your specified Google Sheets document. This workflow saves valuable time and ensures each Double HQ update is accurately recorded for future reference, enhancing productivity. You'll maintain a thorough record of all status changes and never miss an important update.
- When this happens...Close Status UpdateTriggers when the status of a close is modified.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Double HQ and Google Sheets
Discover other triggers and actions you can use with Double HQ and Google Sheets
- 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 - Contact EmailRequired
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 - Client nameRequired
- 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
ActionWrite
Related Zap Templates
- Create new Double HQ clients from added Google Sheets rows in team drive
- Update Double HQ properties with new or updated rows from Google Sheets
- Update properties in Double HQ when new rows are added to Google Sheets
- Update Google Sheets rows with new Double HQ task status updates
- Create new Double HQ clients from new or updated rows in Google Sheets






