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Connectors / Finance · HTTP Connector
Automate Anchor with Tray.ai
Create a contact, publish a proposal and add a service in Anchor, and start a workflow when Anchor sends “Proposal sent”.
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What can you do with Anchor on Tray.ai?
Anchor is billing software for accounting and service firms that turns signed proposals into agreements and automatically issues invoices and collects payments. Tray.ai connects to Anchor through the HTTP Connector, so your workflows can call the Anchor API alongside the rest of your stack.
- When Anchor sends “Invoice paid”, record the payment in your accounting system.
- When Anchor sends “Invoice payment failed”, alert the client's account manager in team chat.
- When Anchor sends “Agreement terminated”, archive the client in your practice management system.
- Create a contact in Anchor as soon as a new client is won in your CRM.
- Connects through
- HTTP Connector
- Authentication
- A bearer token
- Base URL
- https://api.sayanchor.com
Set it up
Connect Anchor to Tray.ai
Each step uses Anchor's own API details, from its documentation.
Step 1
Save Anchor's API token
Save the token Anchor issues as a Tray.ai authentication. The HTTP Client sends it as a bearer token on every call. The token stays out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.sayanchor.com as the base URL. Or paste a cURL example from Anchor's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List contacts”
It's one of 18 documented actions, under Contacts. The response comes back as data the next step can map into your other apps.
Step 4
Start workflows from Anchor events
Give Anchor the URL of a Tray.ai webhook trigger. “Proposal sent” can then start a workflow, and so can 8 other events.
What the Anchor API covers
6 resources and 18 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Contacts
- List contacts
- Create a contact
- Get a contact
Proposals
- List proposals
- Get a proposal
- Publish a proposal
- Withdraw a proposal
Agreements
- List agreements
- Get an agreement
- Add a service
- Terminate a service
Invoices
- List invoices
- Get an invoice
Billing
- Add credit
- Submit charges
Webhook subscriptions
- List subscriptions
- Subscribe to events
- Unsubscribe from events
Events Anchor can send to a Tray.ai webhook trigger
- Proposal sent
- Agreement amended
- Agreement terminated
- Invoice issued
- Invoice paid
- Invoice payment failed
- Invoice payment refunded
- Invoice payment disputed
- Invoice voided
Checked against Anchor's own documentation on 2026-10-22
How Tray.ai makes this work
Anchor plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 9,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Anchor — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Anchor actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Anchor data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More finance apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every finance connector →
Frequently asked questions
What can a Tray.ai workflow do in Anchor?
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The Anchor API documents 18 actions across 6 resources (Contacts, Proposals, Agreements, Invoices, Billing, Webhook subscriptions). For example: List contacts; List proposals; List agreements. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Anchor?
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The Anchor API uses a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
Which Anchor events can start a Tray.ai workflow?
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Anchor sends 9 events to a webhook URL, for example: Proposal sent; Agreement amended; Agreement terminated; Invoice issued; Invoice paid; Invoice payment failed; Invoice payment refunded; Invoice payment disputed. A Tray.ai webhook trigger receives them and starts a workflow.
See Anchor working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.