Double HQ + Microsoft SharePoint Integrations
Put Double HQ + Microsoft SharePoint 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 Microsoft SharePoint
See the kind of workflows teams build with Double HQ and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.
Double HQ + Microsoft SharePoint
When an inbound question is created in Double HQ, log the inquiry in Microsoft SharePoint.
Assign follow-up tasks for overdue invoices
When an invoice becomes overdue in Double HQ, automatically create a high-priority task in Microsoft SharePoint for account managers to follow up.
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Post team updates when client payments arrive
When a payment is received in Double HQ, automatically share a celebratory post in Microsoft SharePoint to keep team members informed.
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Generate accounting invoices from completed tasks
When a project task is assigned or completed in Microsoft SharePoint, automatically create a draft invoice in Double HQ ready for client billing.
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Browse the full workflow library →
Looking to achieve something else with Double HQ and Microsoft SharePoint?
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 Microsoft SharePoint
Everything Double HQ and Microsoft SharePoint 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.
Microsoft SharePoint Explore Microsoft SharePoint →
Microsoft SharePoint is a web-based collaboration platform that enables organizations to store, share, organize, and manage documents across enterprise teams.
Knit's Integrations Agent builds Microsoft SharePoint's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft SharePoint's API.
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
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
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 Team Collaboration apps on Knit
Explore more Team Collaboration integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Assembly
Assembly is a workplace engagement and recognition platform designed to reward employees and foster team collaboration.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
Blink
Blink is an employee app and frontline collaboration platform that connects workforce teams through newsfeeds, messaging, and access to documents.
BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Bonusly
An employee recognition and rewards platform that enables peers to celebrate achievements and exchange praise.
Brief
Brief is a productivity and team collaboration tool combining group messaging, video calling, task management, and file sharing.
Chatter
An enterprise social network built into Salesforce for internal team messaging, file sharing, and project updates.
Clinked
Clinked is a cloud-based client portal and collaboration platform for sharing files, managing projects, and communicating with clients.
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 + Microsoft SharePoint
Is there a pre-built Double HQ + Microsoft SharePoint automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Double HQ and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Double HQ or Microsoft SharePoint connector?
No. The Agent works whether or not Double HQ or Microsoft SharePoint 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.
Why connect financial software like Double HQ to project collaboration tools like Microsoft SharePoint?
It alerts project managers about payment statuses and overdue accounts directly where they manage day-to-day operations, avoiding financial delays.
Can team tasks in Microsoft SharePoint prompt financial updates in Double HQ?
Yes, completing or assigning specific tasks in Microsoft SharePoint can automatically prompt the creation of invoices or expenses in Double HQ.