With Anchor's Zapier integration, you can automatically notify the right team member whenever an invoice is issued for one of their clients. This is a great way to keep account managers in the loop without any manual tracking.
Before you start: Make sure you've connected Zapier to Anchor.
Step 1: Create the trigger
In Zapier, click Create Zap
In the Trigger section, search for Anchor
Choose Invoice Issued as the event
Connect your Anchor account (or select it if already connected)
Test the trigger to confirm it's working. Note that Zapier will use hardcoded sample data for this step.
Step 2: Add a lookup table to identify the right recipient
Add a new step and search for Formatter by Zapier
Choose the Utilities event, then select Lookup Table
In the Lookup Key field, map the Client Business Name field from the Anchor trigger
Build your table: enter each client's business name on the left, and the corresponding team member's email address on the right:
Company Name | Team Member Email |
ABC Company | |
XYZ LLC |
This tells Zapier: "If the company is ABC Company → send to Max."
Important note: The business name in your lookup table must match the name in Anchor exactly. Copy it directly from Anchor to avoid mismatches.
Step 3: Send the notification
Add a final step and choose your notification app, like Gmail, Outlook, or Slack
In the recipient field, map the output from your lookup table
Add any other invoice details you want to include in the notification, for example, the invoice amount, due date, or a link to the invoice
Test the action, then click Publish to turn your Zap on
Best practices
Keep company names consistent. Avoid duplicates or variations
Copy/paste company names directly from Anchor to avoid mismatches
Review your lookup table regularly
Start with a small set of clients, then expand
Still have questions? Reach out to us at [email protected].