Double HQ + Motion

Update project creation in Motion with new status updates in Double HQ

Stay on top of your project management with this efficient workflow. When a status update occurs in Double HQ, a new project will be instantly set up in Motion. This seamless connection eliminates manual data entry and ensures that your projects within Motion are always up to date with the latest status updates from Double HQ. Enhance your productivity and keep your work streamlined with this automation.

When this happens...
Close Status Update
Triggers when the status of a close is modified.
TriggerInstant
automatically do this!
Create Project
Creates a new Motion Project
ActionWrite

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Supported triggers and actions

Client Creation
Triggers when a new client is created.
Trigger
Instant
Try It
Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- 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 Double.
Action
Write

- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Double.
Action
Write

- Client IDRequired
Action
Search
- Workspace IDRequired
- Task NameRequired
- ScheduleRequired
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- WorkspaceRequired
- Include All Statuses
Action
Search

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
Try It
- 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 Double.
Action
Write
- Client IDRequired
Action
Search
- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
Action
Write
- Workspace IDRequired
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

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.

Related categories

Accounting

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn more

Related categories

Project Management

Related Zap Templates

Update task status in Double HQ to create new tasks in Motion

Create tasks in Motion for updated status updates in Double HQ

Double HQ + Motion

Update project creation in Motion with new status updates in Double HQ

Supported triggers and actions

Client Creation

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

Get Contacts

Create Task

Find Task

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

Create Project

Update Task

About Double HQ

Related categories

About Motion

Related categories

Related Zap Templates

Related Zap Templates