Full list

Supported Triggers & Actions

Everything you can automate between Anchor and Calendly.

When this happensTriggers

A trigger is an event that starts a workflow.

New Proposal Event

New Proposal Event

Runs when a proposal is sent, published, reviewed, approved, expired or withdrawn.

New Invoice Event

New Invoice Event

Runs when an invoice is issued, paid, voided, or a payment fails, is refunded or disputed.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When a meeting is scheduled, rescheduled, or canceled

When a meeting is scheduled, rescheduled, or canceled

Update polling logic to reduce duplicate trigger hits.

Do thisActions

Action is the task that follows automatically within your Anchor integrations.

Create Contact

Create Contact

Create a client contact with name, email, company, phone and custom metadata.

List Contacts

List Contacts

List all contacts, search by name, email or company, or get one contact by ID.

List Invoices

List Invoices

List or search invoices with status, agreement and date filters, or get one invoice by ID.

List Agreements

List Agreements

List or search agreements by status or contact, or get one agreement by ID.

Create Proposal Draft

Create Proposal Draft

Create a proposal draft from a saved template, optionally linked to a contact.

Publish Proposal

Publish Proposal

Publish a proposal draft and send it to the client, with or without a notification email.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Learn how to automate Anchor and Calendly workflows.

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Frequently Asked Questions

How do I connect Anchor and Calendly?

Sign up for a free viaSocket account, then authorize both your Anchor and Calendly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Anchor and Calendly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Anchor to Calendly?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Calendly. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Anchor triggers actions in Calendly, and a separate workflow where Calendly triggers actions in Anchor. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Anchor and Calendly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Anchor and Calendly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.