Double HQ + Motion
Double HQ + Motion
Create tasks in Motion for updated status updates in Double HQ
Increase your productivity level by linking your Double HQ app with Motion. Every time there's an update to your close status in Double HQ, this workflow will create a new task in Motion. This process ensures that all critical updates are acted upon promptly, keeping your task list organized and your duties clear. Let this automated link between Double HQ and Motion help you maintain an efficient process for managing your tasks.
- When this happens...Close Status UpdateTriggers when the status of a close is modified.
- automatically do this!Create TaskCreates a new Motion Task
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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.
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
