Communication

MS Teams

Use Zapier to connect Anchor with Microsoft Teams so your team gets an automatic message in a channel or chat whenever something important happens in Anchor.

How it works

Billing milestones, in your channels

Route the events that matter to any MS Teams channel. The team learns a proposal closed or a payment cleared without opening another tab.

  • Signed proposals. A message posts the instant a client signs, with the amount and client name.
  • Payments received. Celebrate cleared payments in a revenue channel as they land.
  • Failed payments. Get an alert when a charge needs attention so nothing slips.

Anchor ↔ MS teams

Live
Signed proposalsSynced
Payments receivedSynced
Failed paymentsSynced
Key features

Anchor + MS Teams

The work you already do, with the busywork removed.

Real-time alerts

Events reach Teams within seconds of happening in Anchor.

Channel routing

Send each event type to the channel and people who care about it.

Shared visibility

Keep the whole team aligned on what closed and what got paid.

Prebuilt Zapier workflow templates

Connect through Zapier and use a template to get running in minutes.

Send a message in Teams when receiving a Payout in Anchor

Send a message in Teams when an invoice is paid in Anchor

Send a message in Teams when an invoice is issued in Anchor

Send a message in Teams when an invoice fails in Anchor

Send a message in Teams when a proposal is sent in Anchor

Send a message in Teams when a proposal is reviewed in Anchor

Send a message in Teams when a proposal is approved in Anchor

Send a message in Teams when amendments are approved in Anchor

See all templates
★★★★★
"They connect to just about everything. It just saves so much time across all my companies."
SF
Sharrin Fuller
Founder, Glass Wallet Ventures
Questions

Good to know

Which events can I send to MS Teams?

You can route signed proposals, collected payments, failed payments, and new client signups, each to the channel you choose.

Can different events go to different channels?

Yes. Map every event type to its own channel so revenue, alerts, and signups stay separate.

Is setup complex?

No. You authorize Google chat once, pick your channels, and choose which events to send. The whole thing takes a few minutes.

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