Anchor Integrations

Proposal & Invoice Management

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Slack

Team Chat

Zapier Tables

Databases, Spreadsheets, Zapier

Gmail

Email, Google

Filter by Zapier

Developer Tools, Zapier

Asana

Project Management

Coda

Documents

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Financial Cents

Project Management

Slack

Team Chat

Zapier Tables

Databases, Spreadsheets, Zapier

Gmail

Email, Google

Filter by Zapier

Developer Tools, Zapier

Asana

Project Management

Coda

Documents

Slack

Team Chat

Zapier Tables

Databases, Spreadsheets, Zapier

Gmail

Email, Google

Filter by Zapier

Developer Tools, Zapier

Asana

Project Management

Coda

Documents

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Financial Cents

Project Management

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Quickly automate Anchor integrations with Zapier's templates

Create Xero sales invoices from newly issued Anchor invoices
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Anchor + Xero
Create Trello cards when new invoices are paid in Anchor
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Anchor + Trello
Create Asana tasks for new failed payments in Anchor
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Anchor + Asana
Post messages in a Slack channel when new proposals are approved in Anchor
Details
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Anchor + Slack
Add Airtable records when new payouts are received in Anchor
Details
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Anchor + Airtable
Send emails in Gmail when new proposals are sent from Anchor
Details
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Anchor + Gmail

Create Xero sales invoices from newly issued Anchor invoices

Premium

Anchor + Xero

Create Trello cards when new invoices are paid in Anchor

Anchor + Trello

Create Asana tasks for new failed payments in Anchor

Anchor + Asana

Post messages in a Slack channel when new proposals are approved in Anchor

Anchor + Slack

Add Airtable records when new payouts are received in Anchor

Anchor + Airtable

Send emails in Gmail when new proposals are sent from Anchor

Anchor + Gmail

Supported triggers and actions

What does this mean?

Agreement Amended
Triggers when an agreement is amended.
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Agreement Terminated
Triggers when an agreement is terminated.
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Invoice Payment Failed
Triggers when an invoice's payment fails.
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Invoice Status Change
Triggers when an invoice's status changes.
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Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
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Instant
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Proposal Sent
Triggers when a proposal is sent.
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Instant
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Agreement Amendments Approved
Triggers when amendments are approved.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Instant
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Invoice Issued
Triggers when an invoice is issued.
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Instant
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Payout Received
Triggers when a payout is received.
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Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
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About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

Related categories

Proposal & Invoice Management