Double HQ Fathom

Double HQ + Fathom Integrations

Put Double HQ + Fathom to work with AI and enterprise-grade automation

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Learn more about Double HQ integrations or talk to a human

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See the kind of workflows teams build with Double HQ and Fathom below — describe the exact one you want above and the Agent builds it on demand.

Double HQ + Fathom When a close status update occurs in Double HQ, sync the updated details into Fathom.

Browse the full workflow library →

Looking to achieve something else with Double HQ and Fathom?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Double HQ and Fathom

Everything Double HQ and Fathom can do inside a workflow — the triggers that start one and the actions that run when it fires.

Double HQ Explore Double HQ →

Double HQ is a workflow management software built for accounting and bookkeeping firms to manage client operations.

Triggers
Client Creation

Triggers when a new client is created.

Client Properties Update

Triggers when client properties are modified.

Close Status Update

Triggers when the status of a close is modified.

Inbound Question Creation

Triggers when a new inbound question is created.

Tax Return Status Update

Triggers when the status of a tax return project is modified.

Task Status Update

Triggers when the status of a task is modified.

Actions
Assign Client to Branch

Assigns an existing client to a branch in Double.

Lookup Client by Email

Search for clients by contact email address.

Create Client

Creates a new client in Double.

Create Contact

Creates a new contact for a client in Double.

Get Client Assignment

Retrieves the assignment details (preparer, reviewer, manager) for a client in Double.

Apply Organizer Template to Client

Apply an organizer template to a client in Double.

Fathom Explore Fathom →

An AI meeting assistant that records, transcribes, and summarizes video calls for individual professionals and teams.

Triggers
New Action Item

Triggers when there's a new action item from a meeting.

New AI Summary

Triggers when there's a new AI summary from a meeting.

New Download Video

Triggers when a meeting recording is available for download.

New Highlight

Triggers when there's a new highlight from a meeting.

New Recording

Triggers when there's a new meeting recording.

New Transcript

Triggers when there's a new transcript from a meeting.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Double HQ + Fathom

Is there a pre-built Double HQ + Fathom automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Double HQ and Fathom's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Double HQ or Fathom connector?

No. The Agent works whether or not Double HQ or Fathom already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

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