Anchor + Double HQ

Anchor + Double HQ integrations

Create new clients in Double HQ whenever proposals are approved in Anchor

Move forward with business operations in a more efficient manner with this smooth workflow that links between Anchor and Double HQ. When a proposal gets green-lit in Anchor, this streamlines the process by instantly creating a new client in the Double HQ system. Saving you time and effort, it ensures you can devote resources to more productive tasks immediately following a proposal approval. This seamless integration is designed to enhance productivity and simplify the management of clients' information.

When this happens...
Proposal ApprovedTriggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
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Create ClientCreates a new client in Double.
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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.
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Agreement Terminated
Triggers when an agreement is terminated.
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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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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
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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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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
Client Creation
Triggers when a new client is created.
Trigger
Instant
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Close Status Update
Triggers when the status of a close is modified.
Trigger
Instant
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Tax Return Status Update
Triggers when the status of a tax return project is modified.
Trigger
Instant
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- Client
  Required
- Branch
  Required
Action
Write
- 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

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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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
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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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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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Proposal Published
Triggers when a proposal is published.
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
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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
Client Properties Update
Triggers when client properties are modified.
Trigger
Instant
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Inbound Question Creation
Triggers when a new inbound question is created.
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Instant
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Task Status Update
Triggers when the status of a task is modified.
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Instant
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- 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

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 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.

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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

Update properties in Double HQ when proposals are approved in Anchor