Double HQ Microsoft SharePoint

Double HQ + Microsoft SharePoint Integrations, Built by an AI Agent

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

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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 task status updates in Double HQ, save client files to Microsoft SharePoint. See details
Post team updates when major tasks are completed When a task is completed in Double HQ, automatically publish a status update in Microsoft SharePoint to share progress with the broader team. See details
Turn discussion posts into project management tasks When a team member shares a post or update in Microsoft SharePoint, automatically create a new task in Double HQ to track follow-up work. See details
Share project files when deadlines approach When a task due date is approaching in Double HQ, automatically share associated project files in Microsoft SharePoint to alert assigned team members. See details

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.

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Triggers & 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.

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.

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.

Triggers
New File in Folder

Triggers when a new file is created in the selected folder (excludes subfolders).

New File in Subfolders

Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.

New Folder

Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.

New List

Triggers when a new list is created.

New List Item

Triggers when a new item is created in a list.

New or Updated File

Triggers when a file is created or updated in the selected folder (excludes subfolders).

Actions
Copy File or Folder

Copies a file or folder within or across sites.

Create Folder

Create new folder in selected document library.

Create List

Creates a new list in a site.

Create List Item

Creates a new item in a list.

Create Page

Creates a new site page in SharePoint.

Create Sharing Invitation

Send a sharing invitation to specific recipients for a file or folder.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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.
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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.
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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

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FAQ

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.

Can discussion posts turn into actionable project tasks?

Yes, sharing a new post or update in Microsoft SharePoint can automatically create a corresponding task in Double HQ to ensure action items are completed.

How do completed project tasks notify team channels?

When a task is completed in Double HQ, an update post can automatically be published to a channel or space in Microsoft SharePoint to keep everyone informed.

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