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.
More coming soon 💡 This beta focuses on proposals and agreements. Payment and billing actions are on the way.
To join the beta email us at [email protected].
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.
