Double HQ + Levitate Integrations
Put Double HQ + Levitate to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Double HQ and Levitate
See the kind of workflows teams build with Double HQ and Levitate below — describe the exact one you want above and the Agent builds it on demand.
Double HQ + Levitate
When a tax return status is updated in Double HQ, update the contact note or status in Levitate.
Turn closed deals into client invoices
When a deal is marked won in Levitate, automatically create an invoice in Double HQ so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Double HQ, automatically update the deal stage in Levitate to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Levitate, automatically sync the customer record in Double HQ to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Double HQ and Levitate?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Double HQ and Levitate
Everything Double HQ and Levitate 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.
TriggersTriggers when a new client is created.
Triggers when client properties are modified.
Triggers when the status of a close is modified.
Triggers when a new inbound question is created.
Triggers when the status of a tax return project is modified.
Triggers when the status of a task is modified.
Assigns an existing client to a branch in Double.
Search for clients by contact email address.
Creates a new client in Double.
Creates a new contact for a client in Double.
Retrieves the assignment details (preparer, reviewer, manager) for a client in Double.
Apply an organizer template to a client in Double.
Levitate Explore Levitate →
A relationship management tool built to help small businesses maintain authentic communication with clients.
ActionsCreates or updates a Contact in Levitate
Creates a new Donation in Levitate
Creates or updates a policy in Levitate.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
AccountingSuite
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AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Double HQ + Levitate
Is there a pre-built Double HQ + Levitate automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Double HQ and Levitate's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Double HQ or Levitate connector?
No. The Agent works whether or not Double HQ or Levitate 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.
How does linking Double HQ and Levitate streamline the sales-to-finance handoff?
Closing a deal in Levitate can instantly create an invoice in Double HQ, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Double HQ update deal stages in Levitate?
Yes, when a customer settles an invoice in Double HQ, the corresponding deal stage in Levitate can automatically update to reflect a completed transaction.