Introduction
The Anchor API and webhooks allow you to connect Anchor with your CRM, project management system, website, and scheduling tools so everything works seamlessly together. Instead of manually copying information between platforms, data flows automatically in the background.
Think of the API as a bridge that allows your systems to exchange information, while webhooks work like real-time notifications that alert your tools the moment something important happens - for example, when a proposal is signed or an invoice is paid.
Together, they reduce manual work, create a smoother client journey from proposal to payment, and deliver a consistent, professional experience across all your systems.
To get started, share this with your IT team or integration partner, explore the full documentation at docs.sayanchor.com, or reach out to Anchor support for guidance.
Examples of What You Can Do
Here are some real-world examples of how firms use the Anchor API and webhooks:
Contacts: Automatically create a client record in Anchor when a new lead is added to your CRM.
Proposals: Send proposals straight from your CRM or even trigger one directly from your website.
Agreements: Save the signed agreement PDF in your project management tool so your team can start work right away.
Billing & Payments:
Issue invoices and collect payments directly from another system.
Trigger invoices from your website when a customer signs up.
Share a scheduling link only after a client pays or signs.
Automatically issue invoices to clients based on logged time activities.
Notifications: Get alerted instantly when a proposal is viewed, signed, or declined - so you can follow up at the right moment.
Available APIs in Anchor
The Anchor API includes several main areas you can connect with:
Contacts – Create, list, or look up client records.
Proposals – Build drafts, send proposals, and check their status.
Agreements – Access signed agreements and related details.
Billing – Add credits, issue charges, and create invoices.
Business Settings – Pull service templates to keep pricing and offerings consistent.
Webhooks – Subscribe to get real-time notifications about activity in Anchor.
Available Webhooks
Webhooks let Anchor notify your other tools the moment something happens.
With these events, your CRM, website, or scheduling system can react instantly - for example, sending a thank-you email, unlocking access to a project board, or notifying your team in Slack.
Here are the types of events you can subscribe to:
Proposals - Proposal sent, published, reviewed, approved, withdrawn, expired
Agreements - Agreement amended, amendment approved, terminated