Anchor + Financial Cents

Anchor + Financial Cents integrations

Create new Financial Cents projects from sent Anchor proposals

Seamlessly move your business process forward when a proposal is sent in Anchor, instigating the creation of a new project in Financial Cents. This efficient workflow enhances your financial project management by ensuring no proposal goes unattended or overlooked, leading to improved productivity and workflow consistency. Elevate your business operations, reducing manual data entry and saving valuable time, by utilizing this seamless, integrated process.

When this happens...
New Proposal SentTriggers when a proposal is sent to a client.
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More things you can do with Anchor and Financial Cents

Discover other triggers and actions you can use with Anchor and Financial Cents

Agreement Amended
Triggers when an agreement is amended.
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Instant
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Agreement Terminated
Triggers when an agreement is terminated.
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Instant
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Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
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Instant
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
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Instant
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
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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).
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Instant
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New Invoice Issued
Triggers when a new invoice is issued.
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Payout Deleted
Triggers when a payout is deleted.
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Payout Paid
Triggers when funds are paid out to your bank.
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Proposal Expired
Triggers when a proposal expires before being approved.
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
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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
New Client
Triggers when a new client is created.
Trigger
Instant
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- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- Template
  Required
- Client
- Zapier Date
Action
Write
- Name
  Required
Action
Search
- Title
  Required
Action
Search
- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
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Instant
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
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Instant
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
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Instant
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
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Instant
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
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Instant
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New Proposal Sent
Triggers when a proposal is sent to a client.
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Instant
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
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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).
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Instant
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Proposal Published
Triggers when a proposal is published.
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Instant
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Client ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write

About Anchor

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

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Related categories

Proposal & Invoice Management

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

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Related categories

Project Management

Related Zap Templates

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

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