Double HQ + Motion

Double HQ + Motion integrations

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 UpdateTriggers when the status of a close is modified.
TriggerInstant
automatically do this!
Create ProjectCreates a new Motion Project
ActionWrite

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More things you can do with Double HQ and Motion

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

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
Try It
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
- Workspace ID
  Required
- Task Name
  Required
- Schedule
  Required
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- Workspace
  Required
- Include All Statuses
Action
Search

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
- Workspace ID
  Required
- Project Name
  Required
- Description
- Due Date
- Priority
Action
Write
- Workspace ID
  Required
- 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.

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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 moreLearn moreHelpHelp

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