When client creation in Double HQ, sync it to TaxDome.

When a new client is created in Double HQ, automatically add the client into TaxDome.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Double HQ Explore Double HQ →

Triggers

New task created

Fires when a new task, job or item is created in Double HQ.

Task completed

Fires when a task in Double HQ is marked complete.

Due date approaching

Fires when a task's due date in Double HQ is coming up.

Status changed

Fires when a task, job or project changes status in Double HQ.

Actions

Create task

Creates a new task, job or item in Double HQ.

Update task

Updates a task's status or assignee in Double HQ.

Add comment

Posts a comment on a task in Double HQ.

Assign task

Assigns a task in Double HQ to a team member.

TaxDome Explore TaxDome →

Triggers

New invoice created

Fires when a new invoice is created in TaxDome.

Payment received

Fires when a payment is recorded in TaxDome.

Invoice overdue

Fires when an invoice in TaxDome passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in TaxDome.

Actions

Create invoice

Creates a new invoice in TaxDome.

Record payment

Records a payment against an invoice in TaxDome.

Create expense

Creates a new expense entry in TaxDome.

Sync customer record

Syncs a customer's billing record in TaxDome.

Generate invoices when project milestones finish When a task is completed in Double HQ, automatically create an invoice in TaxDome so billing occurs immediately without delay. See details

Move project tasks when invoices become overdue When an invoice is marked overdue in TaxDome, automatically move the associated project task in Double HQ to an on-hold stage. See details

Add task notes when client payments are received When a payment is received in TaxDome, automatically add a comment to the client task in Double HQ confirming payment receipt. See details

See all Double HQ + TaxDome integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When client creation in Double HQ, sync it to TaxDome.” between Double HQ and TaxDome?

Yes — describe it in the box above and Knit's Integrations Agent researches Double HQ and TaxDome's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How does connecting Double HQ with TaxDome help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in TaxDome alter project tasks in Double HQ?

Yes, when a payment is received or an invoice becomes overdue in TaxDome, you can automatically move or update tasks in Double HQ.