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Use Anchor triggers and actions in Zapier to wire billing events into the thousands of apps your firm already runs, without writing a line of code.

How it works

Automate the work
around billing

When a proposal is signed or a payment clears, Zapier can move the data anywhere. Build the workflow once and it runs on its own.

  • Triggers. Fire a Zap when a proposal is signed, an invoice is paid, or a client signs up.
  • Actions. Have Anchor create a client or send an invoice from another app's event.
  • 5,000+ apps. Reach spreadsheets, CRMs, project tools, and more through one connection.
  • Account mapping. Map revenue and fee accounts once and every transaction lands in the right place.

Anchor ↔ Zapier

Live
TriggersSynced
ActionsSynced
5,000+ appsSynced
Account mappingSynced
Key features

Anchor + Zapier

The work you already do, with the busywork removed.

No-code workflows

Build multi-step automations in Zapier's visual editor with no engineering.

Branching logic

Add filters and paths so each event routes exactly where it should.

Ready-made templates

Begin from prebuilt Zap templates for common firm workflows.

★★★★★
"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

What can trigger a Zap?

Anchor offers triggers for signed proposals, paid invoices, failed payments, and new client signups, plus actions to create clients and send invoices.

Do I need to know how to code?

No. Zapier is fully visual. You connect Anchor once and build automations by picking triggers and actions from a menu.

How many apps can I reach?

Through Zapier, Anchor connects to more than five thousand apps, so most tools in your stack are within reach.

Related integrations

Connect the rest of your stack