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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Agreement Amended" from Anchor.

Add your action

An action happens after the trigger—such as "Collections - Add to Collection" in PowerTools.

You’re connected!

Zapier seamlessly connects Anchor and PowerTools, automating your workflow.

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
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Root Node Name
  Required
- Child Node Name
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Keywords
  Required
Action
Write
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Order
  Required
Action
Write
- Value
  Required
- Header
  Required
Action
Write
- CSV Data (string)
  Required
- Field Name
- Regular Expression
Action
Write
- JSON Value
  Required
- Header
  Required
- Omit Columns
- Order
Action
Write
- JSON Value
  Required
- Root Node Name
  Required
Action
Write
- Input (XML)
  Required
- Query
  Required
Action
Write
- XML
  Required
Action
Write
- Value
  Required
- Culture
  Required
Action
Write
- Value
  Required
- Source Time Zone
  Required
- Target Time Zone
  Required
- Format
  Required
Action
Write
- Compression format
  Required
- File Name
  Required
- File
  Required
Action
Write
- Position
  Required
- Width
  Required
- Height
  Required
- File
  Required
Action
Write
- Orientation
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Resampling Algorithm
  Required
- Units
  Required
- Height
  Required
- Width
  Required
- File
  Required
Action
Write
- Text
  Required
- Font
  Required
- Font Size
  Required
- Color
  Required
- Horizontal
  Required
- Vertical
  Required
- File
  Required
Action
Write
- Value
  Required
- Target Currency
  Required
Action
Write
- Symbols
  Required
- Date
  Required
- Exchange
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Type
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Number
  Required
- Power
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Input
  Required
Action
Write
- Value
  Required
- Target
  Required
- Lowercase
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
Action
Write
- Collection
  Required
- Separator
- Trim
  Required
- Lowercase
  Required
Action
Write
- Input
  Required
- Regular Expression
  Required
Action
Write
- Source
  Required
- Value
  Required
- Replacement
  Required
Action
Write
- Language
  Required
- File
  Required
Action
Write
- Text
  Required
- Extension
  Required
- Filename
  Required
Action
Write
- Value
  Required
- Language
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Activity
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
Write

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
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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
- Collection
  Required
- Match
  Required
- Type
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Name
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Replacement
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match Value
- Index
Action
Write
- Value
  Required
- Root Node Name
  Required
- Rows Node Name
  Required
Action
Write
- JSON Value
  Required
Action
Write
- JSON Value
  Required
- Header
  Required
- Alternate Header
- Table Attributes
- Omit Columns
- Order
Action
Write
- Input (JSON)
  Required
- Query
  Required
Action
Write
- JSON Value
  Required
Action
Write
- First value
  Required
- Second value
  Required
Action
Write
- Value
  Required
- Culture
  Required
- Format
  Required
Action
Write
- Position
  Required
- Horizontal Position
- Vertical Position
- Opacity
  Required
- File Name (optional)
- Background Image
  Required
- Foreground Image
  Required
Action
Write
- Output format
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Value
  Required
- Type
  Required
Action
Write
- File
  Required
Action
Write
- Degrees
  Required
- File
  Required
Action
Write
- Value
  Required
- Source Currency
  Required
- Target Currency
  Required
Action
Write
- Index
  Required
- Date
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Zoom Level
  Required
- Height
  Required
- Width
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Root Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Start
  Required
- End
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Source
  Required
- Target
  Required
- Trim
  Required
- Lowercase
  Required
Action
Write
- Value
  Required
- Case
  Required
Action
Write
- Input
  Required
Action
Write
- Uppercase
  Required
Action
Write
- Length
  Required
- Uppercase
  Required
- Lowercase
  Required
- Numeric
  Required
- Special
  Required
Action
Write
- Input
  Required
Action
Write
- Source
  Required
- Value
- -OR- Values Collection
- -OR- Regular Expression
Action
Write
- Source
  Required
Action
Write
- Value
  Required
- Character(s)
  Required
Action
Write
- Text
  Required
- Type
  Required
- Voice
  Required
Action
Write
- Source
  Required
- Type
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
- Hash
  Required
Action
Write
- Source
  Required
- Units
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
Write

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