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Anchor

Connect Anchor integrations

Guarantee your firm's incoming revenue by connecting Anchor to Make to transition client agreements into paid invoices automatically. Linking this billing system to our workflow automation tool lets you instantly trigger branded proposals, collect pre-approved payments, and sync transactions with QuickBooks. Sign up for free today to build your first automated billing pipeline.

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Verified

Anchor

This app is supported and maintained by the official vendor Anchor.

Triggers and actions

Developed, supported and maintained by community users.

Watch Amended Agreements
Triggers when an amendment to an agreement is sent.
Trigger
Watch Approved Agreement Amendments
Triggers when a client approves an agreement amendment.
Trigger
Watch Approved Proposals
Triggers when a proposal is approved.
Trigger
Watch Expired Proposals
Triggers when a proposal expires without approval.
Trigger
Watch Published Proposals
Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically
Trigger
Watch Reviewed Proposals
Triggers when a client opens and reviews a proposal.
Trigger
Watch Terminated Agreements
Triggers when an agreement is terminated.
Trigger
Watch Withdrawn Proposals
Triggers when a proposal is cancelled by the service provider.
Trigger
Create a Contact
Creates a client contact in Anchor.
Action
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Supercharge your workflows

Automate Security and Certificate Workflows with Anchor and Make

Integrate Anchor with Make to automate TLS certificate renewals, receive instant alerts, and sync security logs to your databases. Build powerful, no-code workflows to keep your web servers secure.

Automated Certificate Renewals

Automate the deployment and renewal of TLS certificates by connecting Anchor directly to your web servers and hosting providers.

No-Code Security Workflows

Orchestrate complex encryption and certificate management tasks without writing any custom integration code.

Instant Expiration Alerts

Receive instant Slack or email notifications the moment a certificate is created, updated, or requires attention.

Centralized Compliance Logging

Automatically sync certificate data and security events to Google Sheets or databases for effortless auditing and tracking.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.