Mateo Double HQ

Mateo + Double HQ Integrations, Built by an AI Agent

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

Try:

Learn more about Mateo integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

See the kind of workflows teams build with Mateo and Double HQ below — describe the exact one you want above and the Agent builds it on demand.

Mateo + Double HQ When a new client or task is created in Double HQ, sync the contact details to Mateo. See details
Announce task completions in project channels When a milestone task is marked complete in Double HQ, automatically post a status update to the team's project channel in Mateo. See details
Remind assignees when due dates are approaching Whenever a task deadline approaches in Double HQ, send a direct message reminder to the task owner in Mateo so nothing falls through the cracks. See details
Create project tasks from chat mentions When a team member is mentioned in a critical message in Mateo, automatically create a new task on their board in Double HQ. See details

Browse the full workflow library →

Looking to achieve something else with Mateo and Double HQ?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

Try Knit Free

Triggers & actions for Mateo and Double HQ

Everything Mateo and Double HQ can do inside a workflow — the triggers that start one and the actions that run when it fires.

Mateo Explore Mateo →

Mateo is an omnichannel messaging platform that consolidates customer communication across WhatsApp, SMS, web chat, and social channels.

Actions
Create Contact

Creates a contact in hellomateo.

Update Contact

Updates a contact in hellomateo.

Format Phone Number

Formats a phone number as E.164.

Create Sendout

Creates an immediate sendout for segments or recipients.

Send Message

Sends a message using a hellomateo template.

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.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA

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.
H
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
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.
A
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.
R
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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Mateo + Double HQ

Is there a pre-built Mateo + Double HQ automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Mateo and Double HQ's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Mateo or Double HQ connector?

No. The Agent works whether or not Mateo or Double HQ 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 connecting project management software with communication channels help teams?

Integrating Double HQ and Mateo keeps cross-functional teams informed by posting automatic task updates and allowing chat messages to convert directly into organized tasks.

Can upcoming due dates generate reminders in team channels?

Yes, when a task deadline is approaching in Double HQ, an automated reminder message can be posted directly into the appropriate project channel in Mateo.

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human