Connect Anchor and UniBee

Both apps 39Anchor 10UniBee 29

• 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 Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code.

• Action
  Add Invoice

  Create a new invoice.

• Action
  Add Payment

  Record/create a new payment.

• Action
  Add Plan

  Create a new subscription plan.

• Action
  Add Product

  Create a new product.

• Action
  Add Subscription

  Create a new subscription for a user against a plan.

• Action
  Add User

  Create a new customer/user record in UniBee.

• Action
  Cancel Subscription

  Cancel a subscription immediately.

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id.

• Action
  Get Payment

  Fetch a single payment's detail by payment id.

• Action
  Get Plan

  Fetch a single plan's detail by plan id.

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id.

• Action
  Get User

  Fetch a single user's profile by user id.

• Action
  List Discount Codes

  List discount codes with pagination/filters.

• Action
  List Invoices

  List invoices with pagination/filters.

• Action
  List Plans

  List plans with pagination/filters.

• Action
  List Products

  List products with pagination/filters.

• Action
  List Subscriptions

  List subscriptions with pagination/filters.

• Action
  List Users

  List/search customer users with pagination.

• Action
  Update User

  Update an existing user's profile fields.

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