Anchor’s monday.com integration helps you manage proposals and agreements without switching platforms, so you can work where your team already operates.
What the integration does
Create contacts and proposals without leaving monday.com – Update an item or click a button to instantly create a contact or proposal in Anchor.
Keep your boards in sync with agreement updates – Automatically track status changes, approvals, amendments, and terminations.
How to connect Anchor to monday.com
Get your API key from Anchor
Go to Settings → Integrations → monday.com → Copy API Key
Go to your monday.com board and click Integrate
Search for the Anchor app and click to open it
In the connection window, paste your API key and email address, then click Save
Add any Anchor automation recipe to your board and you’re ready to go!
Pre-built automation recipes
Anchor’s integration with monday.com comes with ready-to-use recipes—so you can get started in seconds without building workflows from scratch.
Some examples include:
When a proposal is approved → Set status on monday.com
Keep your monday.com board aligned by automatically updating item status when a proposal is approved in Anchor.
When an agreement is terminated → Set status on monday.com
Instantly reflect termination by updating the relevant item on your monday.com board.
When status changes on monday.com → Create draft proposal in Anchor
Turn board activity into action by generating a proposal draft in Anchor when a status changes on monday.com.
When a button is clicked on monday.com → Create contact/proposal in Anchor
Instantly create a new Anchor contact/proposal from a monday.com item with the press of a button.
When a proposal is approved → Create item on monday.com
Automatically generate a new item on your monday.com board whenever a proposal is approved in Anchor.
You can activate these recipes as-is and customize them to match your boards.
Frequently Asked Questions
Why doesn’t my Phone column appear as “Phone” in the mapping?
Why doesn’t my Phone column appear as “Phone” in the mapping?
monday.com exposes phone-type columns as text fields in the recipe setup. Simply map your Phone column to the “Phone” text field in Anchor, and values will flow correctly.
Can one board connect to multiple Anchor accounts?
Can one board connect to multiple Anchor accounts?
No. Each monday.com board can link to only one Anchor account. To switch accounts, uninstall the Anchor app from the board, reinstall it, and enter the new API key.
Can multiple users on the same board use Anchor?
Can multiple users on the same board use Anchor?
Yes. Once a board is connected with one Anchor account (via API key), anyone with board permissions can run and edit the automations - but all actions execute under the connected Anchor user’s credentials.