Anchor Integrations

Name: Zapier
Availability: InStock

Put Anchor to work with AI and enterprise-grade automation

Automate smarter with Anchor and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Clockify

Time Tracking Software

Slack

Team Chat

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Slack

Team Chat

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Clockify

Time Tracking Software

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Post messages in a Slack channel when new proposals are approved in Anchor
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Anchor + Slack
Send Slack channel messages for newly paid Anchor invoices
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Anchor + Slack
Notify Slack channel of failed invoice payments in Anchor
Details
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Anchor + Slack
Send channel messages in Slack when new proposals are sent in Anchor
Details
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Anchor + Slack
Send Slack channel messages for newly issued Anchor invoices
Details
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Anchor + Slack
Send Slack channel messages for newly approved agreement amendments in Anchor
Details
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Anchor + Slack

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

Details

Try it

Anchor + Slack

Send Slack channel messages for newly paid Anchor invoices

Details

Try it

Anchor + Slack

Notify Slack channel of failed invoice payments in Anchor

Details

Try it

Anchor + Slack

Send channel messages in Slack when new proposals are sent in Anchor

Details

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Anchor + Slack

Send Slack channel messages for newly issued Anchor invoices

Details

Try it

Anchor + Slack

Send Slack channel messages for newly approved agreement amendments in Anchor

Details

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Anchor + Slack

Send private Slack messages when an Anchor proposal is approved

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Anchor + Slack

Update HubSpot deals when Anchor proposals are approved

Details

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Anchor + HubSpot

Create clients in Financial Cents when new proposals are approved in Anchor

Details

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Anchor + Financial Cents

Create HubSpot deals when Anchor proposals are sent

Details

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Anchor + HubSpot

Send channel messages in Slack for updated invoice status changes in Anchor

Details

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Anchor + Slack

Create Xero sales invoices from newly issued Anchor invoices

Details

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Anchor + Xero

Send private Slack messages when an Anchor proposal is approved
Details
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Anchor + Slack
Update HubSpot deals when Anchor proposals are approved
Details
Try it
Anchor + HubSpot
Create clients in Financial Cents when new proposals are approved in Anchor
Details
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Anchor + Financial Cents
Create HubSpot deals when Anchor proposals are sent
Details
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Anchor + HubSpot
Send channel messages in Slack for updated invoice status changes in Anchor
Details
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Anchor + Slack
Create Xero sales invoices from newly issued Anchor invoices
Premium
Details
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Anchor + Xero

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
Trigger
Instant
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
Trigger
Instant
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
Trigger
Instant
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Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
Trigger
Instant
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New Invoice Issued
Triggers when a new invoice is issued.
Trigger
Instant
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Payout Deleted
Triggers when a payout is deleted.
Trigger
Instant
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Payout Paid
Triggers when funds are paid out to your bank.
Trigger
Instant
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Proposal Expired
Triggers when a proposal expires before being approved.
Trigger
Instant
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
Trigger
Instant
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- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
Trigger
Instant
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
Trigger
Instant
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
Trigger
Instant
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
Trigger
Instant
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
Trigger
Instant
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New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Instant
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Proposal Published
Triggers when a proposal is published.
Trigger
Instant
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search

Anchor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Anchor

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

Anchor Integrations

Put Anchor to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

Send Slack channel messages for newly paid Anchor invoices

Notify Slack channel of failed invoice payments in Anchor

Send channel messages in Slack when new proposals are sent in Anchor

Send Slack channel messages for newly issued Anchor invoices

Send Slack channel messages for newly approved agreement amendments in Anchor

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

Send Slack channel messages for newly paid Anchor invoices

Notify Slack channel of failed invoice payments in Anchor

Send channel messages in Slack when new proposals are sent in Anchor

Send Slack channel messages for newly issued Anchor invoices

Send Slack channel messages for newly approved agreement amendments in Anchor

Send private Slack messages when an Anchor proposal is approved

Update HubSpot deals when Anchor proposals are approved

Create clients in Financial Cents when new proposals are approved in Anchor

Create HubSpot deals when Anchor proposals are sent

Send channel messages in Slack for updated invoice status changes in Anchor

Create Xero sales invoices from newly issued Anchor invoices

Send private Slack messages when an Anchor proposal is approved

Update HubSpot deals when Anchor proposals are approved

Create clients in Financial Cents when new proposals are approved in Anchor

Create HubSpot deals when Anchor proposals are sent

Send channel messages in Slack for updated invoice status changes in Anchor

Create Xero sales invoices from newly issued Anchor invoices

Supported triggers and actions

Anchor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Anchor Integrations

Popular Anchor Integrations

Anchor Integrations

Put Anchor to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

Send Slack channel messages for newly paid Anchor invoices

Notify Slack channel of failed invoice payments in Anchor

Send channel messages in Slack when new proposals are sent in Anchor

Send Slack channel messages for newly issued Anchor invoices

Send Slack channel messages for newly approved agreement amendments in Anchor

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

Send Slack channel messages for newly paid Anchor invoices

Notify Slack channel of failed invoice payments in Anchor

Send channel messages in Slack when new proposals are sent in Anchor

Send Slack channel messages for newly issued Anchor invoices

Send Slack channel messages for newly approved agreement amendments in Anchor

Send private Slack messages when an Anchor proposal is approved

Update HubSpot deals when Anchor proposals are approved

Create clients in Financial Cents when new proposals are approved in Anchor

Create HubSpot deals when Anchor proposals are sent

Send channel messages in Slack for updated invoice status changes in Anchor

Create Xero sales invoices from newly issued Anchor invoices

Send private Slack messages when an Anchor proposal is approved

Update HubSpot deals when Anchor proposals are approved

Create clients in Financial Cents when new proposals are approved in Anchor

Create HubSpot deals when Anchor proposals are sent

Send channel messages in Slack for updated invoice status changes in Anchor

Create Xero sales invoices from newly issued Anchor invoices

Anchor Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Anchor Integrations

Popular Anchor Integrations

Connect Your App Accounts to Zapier