Anchor + Double HQ

Create new Double HQ clients from paid Anchor invoices

Enhance your business efficiency and precision in real-time with this streamlined workflow between Anchor and Double HQ. When an invoice is marked as paid in Anchor, it simultaneously registers as paid in Double HQ, thus, eliminating the need for manual data entry and ensuring accurate financial records. This process optimizes your client management efforts effectively.

When this happens...
Invoice Paid
Triggers when an invoice is paid.
TriggerInstant
automatically do this!
Create Client
Creates a new client in Keeper.
ActionWrite

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Supported triggers and actions

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 Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
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- Client nameRequired
- Workflow type
Action
Write
- Client IDRequired
- Template IDRequired
- Should publish?Required
Action
Write
- Client IDRequired
- Task NameRequired
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Keeper.
Action
Write
- Cliend IDRequired
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
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
Try It
Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
- Contact EmailRequired
Action
Write
- Client IDRequired
- EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
Action
Write
Get Property Columns
Get available properties for your practice in Keeper.
Action
Write
- Client IDRequired
- Template IDRequired
Action
Write
Update Properties
Update properties for a specific client in Keeper.
Action
Write

About Anchor

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

Learn more

Related categories

Proposal & Invoice Management

About Double HQ

Double HQ is a platform bookkeeping and CAS firms rely on for month-end close and practice management, with live connections to QBO and Xero. Formerly Keeper.

Related categories

Accounting

Related Zap Templates

Create new Double HQ clients when proposals get approved in Anchor

Update properties in Double HQ when proposals are approved in Anchor

Anchor + Double HQ

Create new Double HQ clients from paid Anchor invoices

Supported triggers and actions

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

Client Properties Update

Task Status Update

Create Client

Apply Organizer Template to Client

Create Task

Get Templates

Get Client Properties

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

Close Status Update

Lookup Client by Email

Create Contact

Get Property Columns

Add Template to Client

Update Properties

About Anchor

Related categories

About Double HQ

Related categories

Related Zap Templates

Related Zap Templates