Connect Anchor and Docparser

Both apps 14Anchor 10Docparser 4

• 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
  Parsed Document Data Available

  Triggers whenever a new Document is processed and parsed data is available.

• Trigger
  Parsed Table Row Available

  Triggers whenever a new Document is processed and parsed table rows are available.

• Action
  Fetch Document From URL

  Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).

• Action
  Upload Document

  Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger).

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