Anchor + CPACharge

Anchor + CPACharge integrations

Generate quick bills in CPACharge when new proposals are sent in Anchor

Streamline your billing process with this innovative workflow that connects Anchor and CPACharge. When a proposal is sent using Anchor, it initiates the creation of a Quick Bill in CPACharge. This efficient automation not only saves time, but it also reduces billing errors resulting from manual entry, allowing you to focus on more important tasks.

When this happens...
Proposal SentTriggers when a proposal is sent.
TriggerInstant
automatically do this!
Create Quick BillCreates a quick bill.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Anchor and CPACharge

Discover other triggers and actions you can use with Anchor and CPACharge

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
Try It
Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
Try It
Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
Events
Triggers when new CPACharge webhook events are created.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
  Required
- External Source ID
- Email Address
  Required
Action
Write
- Deposit Account ID
  Required
- First Name
- Last Name
- Email Address
  Required
- Quick Bill Amount
  Required
Action
Write
- Contact_id
- Source_id
Action
Search
- ContactId
  Required
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
Try It
Payout Received
Triggers when a payout is received.
Trigger
Instant
Try It
Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
Try It
Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
Try It
- Amount
  Required
- Payment Method
  Required
- Reference
- Account ID
Action
Write
- Contact Id
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Amount in Cents
  Required
Action
Write
- Custom_query
- Source_id
- Display_name
- Preferred_email
Action
Search

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

About CPACharge

CPACharge, the payment solution thousands of CPA's, EA's and accountants love.

HelpHelp

Related categories

Payment Processing