Double HQ + Slack

Double HQ + Slack integrations

Create direct messages in Slack for new inbound questions in Double HQ

Stay on top of your team's queries with this seamless workflow. When a new question pops up in Double HQ, a direct message will promptly be sent in Slack. This ensures you're always in the loop and can offer timely resolutions, enhancing efficiency and communication within your team.

When this happens...
Inbound Question CreationTriggers when a new inbound question is created.
TriggerInstant
automatically do this!
Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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More things you can do with Double HQ and Slack

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

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
Try It
- 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
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Inbound Question Creation
Triggers when a new inbound question is created.
Trigger
Instant
Try It
Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
Try It
- 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
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Automation Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
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 Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn moreLearn moreHelpHelp

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