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Anchor
Gmail

Connect Anchor and Gmail

Explore ready-made Anchor and Gmail templates and start automating in minutes.

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Create a custom workflow

Integrate Anchor with Gmail and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Anchor
Trigger: Watch Amended Agreements
Gmail
Action: Select an action
1. Select a trigger

  • Triggers when an amendment to an agreement is sent.

  • Triggers when a client approves an agreement amendment.

  • Triggers when a proposal is approved.

  • Triggers when a proposal expires without approval.

  • Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically

  • Triggers when a client opens and reviews a proposal.

  • Triggers when an agreement is terminated.

  • Triggers when a proposal is cancelled by the service provider.

2. Select an action

  • Copies an email or a draft into a selected folder.

  • Creates a new draft email.

  • Deletes an email by moving it to trash.

  • Gets a specific email info.

  • Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.

  • Marks an email or a draft as read by setting the "Read" flag.

  • Marks an email or a draft as unread by setting the "Unread" flag.

  • Moves the chosen email or a draft to the selected folder.

  • Replies to the specified email.

  • Sends a draft email.

  • Sends a new email.

  • Updates labels on the specified email message.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Anchor and Gmail.

Copy an email
Copies an email or a draft into a selected folder.
Action
Create a Contact
Creates a client contact in Anchor.
Action
Create a draft email
Creates a new draft email.
Action
Create a Proposal Draft
Creates a draft proposal from a chosen template for the specified client contact.
Action
Delete an email
Deletes an email by moving it to trash.
Action
Get an email
Gets a specific email info.
Action
List Contacts
Retrieves all client contacts in your Anchor account.
Search
List email attachments and media
Retrieves a list of attachments & media for the specified email.
Search
List Proposal Templates
Retrieves proposal templates available in your account.
Search
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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.