Double HQ + HoneyBook

Double HQ + HoneyBook integrations

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 BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
automatically do this!
Create ClientCreates a new client in Double.
ActionWrite

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More things you can do with HoneyBook and Double HQ

Discover other triggers and actions you can use with HoneyBook and Double HQ

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
Client Creation
Triggers when a new client is created.
Trigger
Instant
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Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
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Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
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- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property Name
  Required
- Property Value
  Required
Action
Search
- Client ID
  Required
Action
Search

Meeting Scheduled
Trigger when a meeting is scheduled or changed
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 Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Inbound Question Creation
Triggers when a new inbound question is created.
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 name
  Required
- 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
Action
Write
- Client ID
  Required
Action
Write
Get Property Columns
Get available properties for your practice in Double.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Double.
Action
Write
- Client ID
  Required
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.

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Related categories

Accounting

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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