Anchor + TaxDome

Anchor + TaxDome integrations

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...
TriggerPolling
automatically do this!
Create ContactCreates a Contact
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 TaxDome

Discover other triggers and actions you can use with Anchor and TaxDome

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
Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

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
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Id
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About TaxDome

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

Update TaxDome contacts when new Anchor agreements are amended

Related Zap Templates

Update TaxDome contacts when new Anchor agreements are amended