Anchor offers an integration to help create contacts, clients, and tasks based on the details in their approved proposals.
Features
Creating contacts & clients
The creation of clients and contacts in Double is triggered by the proposal being approved in Anchor. Creating new clients and contacts will be dependent on whether the client and contact already exist in Double.
If a contact's email address DOES NOT exist in Double:
Anchor will create both the client and the associated contact
If a contact's email address DOES exist in Double, one of two actions will be triggered:
Client IS in Double, Anchor will use the existing client and contact in Double.
Client IS NOT in Double (names must match exactly), the contact, client, and tasks will not be created.
Anchor will send you an email prompting you to manually select the correct client for task generation based on the agreement in Anchor.
To review a current list of all existing contacts in Double, admins can access a master list under Practice Settings > Client Portal > All Contacts.
To review a current list of all existing clients in Double, admins can navigate to Practice Settings > All client settings. You can use this list to confirm if the client names match what you have in your Anchor setup.
Creating tasks
Anchor users can set up mapping between their Anchor services and Double task templates on the Anchor Integrations page.
Based on the mapping set up on the Anchor Integrations page, tasks will be created in Double for the contact linked to the agreement once their proposal is approved in Anchor.
Generating your API key in Double
Go to Practice Settings
Go to Practice Management > General (tab)
Select Generate API key
A pop up will appear with your desired credentials