Anchor + TaxDome

Create new TaxDome contacts from approved Anchor proposals

When a proposal gets approved in Anchor, it can be a hassle to manually update your TaxDome contacts. This workflow simplifies that by instantly creating a new contact in TaxDome whenever an approved proposal is received in Anchor. It allows you to keep your records up-to-date, ensuring seamless bookkeeping and tax management.

When this happens...
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

What does this mean?

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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Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- IdRequired
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
Action
Search or write

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
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search

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 TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

Anchor + TaxDome

Create new TaxDome contacts from approved Anchor proposals

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

Deleted Contact

Updated Contact

Update Contact

Contact Name

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Find or Create Contact

Search

Contact Name

First Name

Middle Name

Last Name

Phone Number

Street Address

City

Province

Zip

Contact NameRequired

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

New Contact

Create Contact

Contact NameRequired

First Name

Middle Name

Last Name

Email

Phone Number

Street Address

City

Province

Zip

Notes

Company Name

Country

Find Contact

Search

Contact Name

First Name

Middle Name

Last Name

Phone Number

Street Address