Anchor + CPACharge

Generate quick bills in CPACharge when new proposals are sent in Anchor

Streamline your billing process with this innovative workflow that connects Anchor and CPACharge. When a proposal is sent using Anchor, it initiates the creation of a Quick Bill in CPACharge. This efficient automation not only saves time, but it also reduces billing errors resulting from manual entry, allowing you to focus on more important tasks.

When this happens...
Proposal Sent
Triggers when a proposal is sent.
TriggerInstant
automatically do this!
Create Quick Bill
Creates a quick bill.
ActionWrite

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Supported triggers and actions

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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Events
Triggers when new CPACharge webhook events are created.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- External Source ID
- Email AddressRequired
Action
Write
- Deposit Account IDRequired
- First Name
- Last Name
- Email AddressRequired
- Quick Bill AmountRequired
Action
Write
- Contact Id
- Source Id
Action
Search
- Contact IdRequired
Action
Search

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
Try It
- AmountRequired
- Payment MethodRequired
- Reference
- Account ID
Action
Write
- Contact IdRequired
- SubjectRequired
- MessageRequired
Action
Write
- Amount in CentsRequired
Action
Write
- Custom Query
- Source Id
- Display Name
- Preferred Email
Action
Search

About Anchor

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

Learn more

Related categories

Proposal & Invoice Management

About CPACharge

CPACharge, the payment solution thousands of CPA's, EA's and accountants love.

Related categories

Payment Processing

Anchor + CPACharge

Generate quick bills in CPACharge when new proposals are sent in Anchor

Supported triggers and actions

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

Events

Create Contact

Create Quick Bill

Get Contact

Get Payment Methods

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

Create Charge

Create Info Request

Format Amount

Search Contacts

About Anchor

Related categories

About CPACharge

Related categories