Anchor and Salesflare
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.
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