Anchor and Salesflare

Proposal & Invoice Management sayanchor.com ↗

How to connect Anchor

Via Zapier — 36 operations available. Set it up ↗
Via Make — 14 modules available. Set it up ↗

What you can automate

When invoice Paid in Anchor, create opportunity, then find or create contact in Salesflare.
When new Invoice Issued in Anchor, create opportunity, then find or create contact in Salesflare.
When new Proposal Sent in Anchor, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Proposal Draft From Template in Anchor.

About Anchor

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

Anchor operations on Zapier

Triggers (22)

Start a workflow when this happens

Agreement Amended — Triggers when an agreement is amended.
Agreement Amendments Approved — Triggers when amendments to an agreement are approved.
Agreement Terminated — Triggers when an agreement is terminated.
Invoice Paid — Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
Invoice Payment Collected — Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).

Show 17 more triggers

Invoice Payment Disputed — Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
Invoice Payment Failed — Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
Invoice Payment Initiated — Triggers when payment for an invoice is initiated (a charge is in flight).
Invoice Payment Partially Refunded — Triggers when an invoice payment is partially refunded.
Invoice Payment Refund Failed — Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
Invoice Payment Refunded — Triggers when an invoice payment is refunded in full.
Invoice Voided — Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
New Invoice Issued — Triggers when a new invoice is issued.
New Proposal Sent — Triggers when a proposal is sent to a client.
Payout Deleted — Triggers when a payout is deleted.
Payout Failed — Triggers when a payout fails. Failure details are at status.failed.
Payout Paid — Triggers when funds are paid out to your bank.
Proposal Approved — Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Proposal Expired — Triggers when a proposal expires before being approved.
Proposal Published — Triggers when a proposal is published.
Proposal Reviewed — Triggers when a proposal is reviewed by the client.
Proposal Withdrawn — Triggers when a proposal is withdrawn by the service provider.

Actions (4)

Things Salesflare can make it do

Add Credit to Agreement — Issues a credit on an agreement. Enter the credit amount as a positive number; Anchor records it as a credit automatically.
Create Contact — Creates a new client contact in Anchor.
Create Proposal Draft From Template — Clones a saved proposal template into a new draft. Optionally links it to an existing contact. Usually chained with Publish Proposal next.
Publish Proposal — Publishes a proposal from an existing draft and sends it to the client for approval. Typically chained after Create Proposal Draft from Template.

Searches (10)

Look up existing records

Find Agreement by ID — Looks up a single agreement by its Anchor ID.
Find Contact by ID — Looks up a single contact by its Anchor ID.
Find Invoice by ID — Looks up a single invoice by its Anchor ID.
Find Payout by ID — Looks up a single payout by its Anchor ID.
Find Proposal by ID — Looks up a single proposal by its Anchor ID.

Show 5 more searches

List Agreements — Returns up to {limit} of your most recent agreements in Anchor.
List Contacts — Returns up to {limit} of your most recent contacts in Anchor.
List Invoices — Returns up to {limit} of your most recent invoices, optionally filtered by status or agreement.
List Payouts — Returns up to {limit} of your most recent payouts in Anchor.
List Proposals — Returns up to {limit} of your most recent proposals in Anchor.

Anchor operations on Make

Triggers (8)

Start a workflow when this happens

Watch Amended Agreements — Triggers when an amendment to an agreement is sent.
Watch Approved Agreement Amendments — Triggers when a client approves an agreement amendment.
Watch Approved Proposals — Triggers when a proposal is approved.\n
Watch Expired Proposals — Triggers when a proposal expires without approval.\n
Watch Published Proposals — Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically\n

Show 3 more triggers

Watch Reviewed Proposals — Triggers when a client opens and reviews a proposal.\n
Watch Terminated Agreements — Triggers when an agreement is terminated.
Watch Withdrawn Proposals — Triggers when a proposal is cancelled by the service provider.

Actions (4)

Things Salesflare can make it do

Create a Contact — Creates a client contact in Anchor.
Create a Proposal Draft — Creates a draft proposal from a chosen template for the specified client contact.
Make an API Call — Performs an arbitrary authorized API call.
Publish a Proposal — Creates a draft proposal from a chosen template for the specified client contact.

Searches (2)

Look up existing records

List Contacts — Retrieves all client contacts in your Anchor account.
List Proposal Templates — Retrieves proposal templates available in your account.