Double HQ Anchor

Double HQ + Anchor Integrations

Put Double HQ + Anchor to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Double HQ and Anchor below — describe the exact one you want above and the Agent builds it on demand.

Double HQ + Anchor When agreement amendments are approved in Anchor, sync the details to Double HQ.
Mirror new invoices across systems When a new invoice is created in Double HQ, automatically create the identical invoice in Anchor so financial records stay synchronized. See details
Replicate payments received When a payment is received in Anchor, record the payment in Double HQ to maintain consistent cash flow balances. See details
Keep customer profiles aligned When customer details are updated in Double HQ, automatically sync the customer record in Anchor to eliminate mismatched billing contacts. See details

Browse the full workflow library →

Looking to achieve something else with Double HQ and Anchor?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Double HQ and Anchor

Everything Double HQ and Anchor can do inside a workflow — the triggers that start one and the actions that run when it fires.

Double HQ Explore Double HQ →

Double HQ is a workflow management software built for accounting and bookkeeping firms to manage client operations.

Triggers
Client Creation

Triggers when a new client is created.

Client Properties Update

Triggers when client properties are modified.

Close Status Update

Triggers when the status of a close is modified.

Inbound Question Creation

Triggers when a new inbound question is created.

Tax Return Status Update

Triggers when the status of a tax return project is modified.

Task Status Update

Triggers when the status of a task is modified.

Actions
Assign Client to Branch

Assigns an existing client to a branch in Double.

Lookup Client by Email

Search for clients by contact email address.

Create Client

Creates a new client in Double.

Create Contact

Creates a new contact for a client in Double.

Get Client Assignment

Retrieves the assignment details (preparer, reviewer, manager) for a client in Double.

Apply Organizer Template to Client

Apply an organizer template to a client in Double.

Anchor Explore Anchor →

An automated billing and proposal management platform designed for professional service providers and accounting firms.

Triggers
Agreement Amended

Triggers when an agreement is amended.

Agreement Amendments Approved

Triggers when amendments to an agreement are approved.

Agreement Terminated

Triggers when an agreement is terminated.

Invoice Paid

Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).

Invoice Payment Collected

Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).

Invoice Payment Disputed

Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.

Actions
Add Credit to Agreement

Issues a credit on an agreement. Enter the credit amount as a positive number; Anchor records it as a credit automatically.

Create Contact

Creates a new client contact in Anchor.

Create Proposal Draft From Template

Clones a saved proposal template into a new draft. Optionally links it to an existing contact. Usually chained with Publish Proposal next.

Publish Proposal

Publishes a proposal from an existing draft and sends it to the client for approval. Typically chained after Create Proposal Draft from Template.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Double HQ + Anchor

Is there a pre-built Double HQ + Anchor automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Double HQ and Anchor's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Double HQ or Anchor connector?

No. The Agent works whether or not Double HQ or Anchor already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why sync accounting data between Double HQ and Anchor?

Connecting both accounting systems ensures multi-entity organizations keep customer records, payments, and invoices identical in both places without duplicate data entry.

Can payments recorded in Double HQ automatically update Anchor?

Yes, whenever a payment is logged in Double HQ, a corresponding payment record is automatically created in Anchor to keep both general ledgers accurate.

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