Anchor + Double HQ

Anchor + Double HQ integrations

Update properties in Double HQ when proposals are approved in Anchor

This workflow commences when a proposal gets approved in the Anchor app and subsequently updates properties in the Double HQ app. This seamless connectivity between Anchor and Double HQ saves time, reduces manual data entry and ensures your property information in Double HQ is always up-to-date once a proposal in Anchor is sanctioned. A perfect solution for real estate professionals looking to streamline their operations and enhance productivity.

When this happens...
TriggerPolling
automatically do this!
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 Double HQ

Discover other triggers and actions you can use with Anchor and Double HQ

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 Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
Trigger
Instant
Try It
Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
Trigger
Instant
Try It

Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
Trigger
Instant
Try It
New Invoice Issued
Triggers when a new invoice is issued.
Trigger
Instant
Try It

Payout Deleted
Triggers when a payout is deleted.
Trigger
Instant
Try It
Payout Paid
Triggers when funds are paid out to your bank.
Trigger
Instant
Try It
Proposal Expired
Triggers when a proposal expires before being approved.
Trigger
Instant
Try It
Proposal Reviewed
Triggers when a proposal is reviewed by the client.
Trigger
Instant
Try It
- 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
Client Creation
Triggers when a new client is created.
Trigger
Instant
Try It
Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
Try It
Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
Try It
- Contact Email
  Required
Action
Write
- Client ID
  Required
- Email
  Required
- Phone Number
- First Name
  Required
- Last Name
- Grant Financial Access
Action
Write
- Client ID
  Required
- Template ID
  Required
- Should publish?
  Required
Action
Write
- Client ID
  Required
- Task Name
  Required
- Assignee email
- Due Date
- Priority
Action
Write
Get Templates
Get project templates for your practice in Double.
Action
Write
- Property Name
  Required
- Property Value
  Required
Action
Search
- Client ID
  Required
Action
Search

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
Trigger
Instant
Try It
Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
Trigger
Instant
Try It
Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
Trigger
Instant
Try It
Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
Trigger
Instant
Try It
New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Instant
Try It
Proposal Published
Triggers when a proposal is published.
Trigger
Instant
Try It
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
Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
Try It
Inbound Question Creation
Triggers when a new inbound question is created.
Trigger
Instant
Try It
Task Status Update
Triggers when the status of a task is modified.
Trigger
Instant
Try It
- Client name
  Required
- Workflow type
- Task template id to use for client creation
- User email to set as preparer
- User email to set as reviewer
- User email to set as manager
Action
Write
- Client ID
  Required
Action
Write
Get Property Columns
Get available properties for your practice in Double.
Action
Write
- Client ID
  Required
- Template ID
  Required
Action
Write
Update Properties
Update properties for a specific client in Double.
Action
Write
- Client ID
  Required
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 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.

HelpHelp

Related categories

Accounting

Related Zap Templates

Create new Double HQ clients from paid Anchor invoices

Create new Double HQ clients when proposals get approved in Anchor