Connect Anchor and Bento

Both apps 34Anchor 10Bento 24

• Trigger
  Agreement Amended

  Triggers when an agreement is amended.

• Trigger
  New Proposal Sent

  Triggers when a proposal is sent to a client.

• Trigger
  Proposal Approved

  Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).

• Trigger
  Proposal Published

  Triggers when a proposal is published.

• Action
  Add Service to Agreement

  Adds a service to a signed Anchor agreement as a new amendment.

• Action
  Create Contact

  Creates a new client contact in Anchor.

• Action
  Find Contact by ID

  Looks up a single contact by its Anchor ID.

• Action
  List Contacts

  Returns a list of contacts (client businesses), optionally filtered by search text or status.

• Action
  Publish Proposal

  Publishes a proposal draft as a proposal and, unless set to silent, emails the client.

• Action
  Submit Charges

  Submits charges on an agreement to issue an invoice now or schedule one for a future billing date.

• Trigger
  New Tag

  Triggers when a new tag is created on your Bento site.

• Action
  Add broadcast

  Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.

• Action
  Create Field

  Creates a custom subscriber field on your Bento site.

• Action
  Create or Update User

  Creates a Bento subscriber, or updates the name of an existing one, by email address.

• Action
  Create or Update User and Apply Tag

  Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.

• Action
  Create or Update User and Apply Tag (Trigger Flows)

  Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.

• Action
  Create Tag

  Creates a tag on your Bento site.

• Action
  Delete tag

  Discards a tag in Bento by name (running it on an already-discarded tag restores it).

• Action
  Fetch Site Metrics

  Returns your Bento site's user, subscriber and unsubscriber counts.

• Action
  Fetch Subscriber

  Returns a Bento subscriber's details, tags and custom fields by email address.

• Action
  Get email template

  Returns one email template, including its name, subject and HTML content.

• Action
  Get segment

  Returns one segment, including its name, description and filter definition.

• Action
  Import subscribers

  Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.

• Action
  List Broadcasts

  Returns one page of Bento broadcasts with the chosen status, including their send stats.

• Action
  List Fields

  Returns every custom subscriber field on your Bento site.

• Action
  List segments

  Returns all segments in your Bento site.

• Action
  List sequences

  Returns the sequences on your Bento site, including each sequence's email templates.

• Action
  List Tags

  Returns every tag on your Bento site.

• Action
  List workflows

  Returns all workflows on the Bento site, with their name, status and email templates.

• Action
  Remove Tag from Subscriber

  Removes a tag from a Bento subscriber by email.

• Action
  Track Subscribe Event

  Subscribes or unsubscribes a Bento subscriber by email.

• Action
  Update email template

  Updates the subject, HTML content, or editor type of a Bento email template.

• Action
  Update Subscriber Field

  Sets one custom field value on a Bento subscriber.

• Action
  Validate Email

  Checks whether an email address looks valid and deliverable.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.