When tax return status update in Double HQ, sync it to Levitate.

When a tax return status is updated in Double HQ, update the contact note or status in Levitate.

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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.

Levitate Explore Levitate →

Triggers

New contact or lead

Fires when a new contact or lead is added to Levitate.

Contact updated

Fires when a field on a contact changes in Levitate.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Levitate.

Deal won

Fires when a deal is marked won in Levitate.

Actions

Create or update contact

Creates or updates a contact in Levitate.

Create deal

Creates a new deal in Levitate.

Update record stage

Moves a deal or record to a new stage in Levitate.

Log activity

Logs a call, email, or note against a record in Levitate.

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.

Generate project tasks when deals are won When a deal is won in Levitate, automatically create a project task in Double HQ to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Double HQ, automatically update the deal stage in Levitate to keep sales reps informed. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Double HQ, automatically log the activity in Levitate on the customer record. See details

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

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FAQ

Common questions

Can Knit build “When tax return status update in Double HQ, sync it to Levitate.” between Levitate and Double HQ?

Yes — describe it in the box above and Knit's Integrations Agent researches Levitate and Double HQ'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 and Levitate help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Levitate automatically spin up project tasks?

Yes, when a deal is won or changes stages in Levitate, you can instantly create initial project tasks in Double HQ.