With Anchor’s Make.com integration, you can connect Anchor to tools like HubSpot, Airtable, Gmail, and more. Build workflows that trigger actions in Anchor or respond to proposal and agreement updates in real time - without writing a single line of code.
What the integration does
Create contacts and proposals automatically – Trigger actions like creating a draft proposal, sending it, or adding a client when updates happen in tools like HubSpot, Airtable, or your CRM.
Track key proposal and agreement updates – Watch for events like approvals, amendments, or terminations and sync them across your connected apps.
If you’re using—or planning to use—Anchor’s External API, you’ll find more detailed technical references in our developer documentation.
How to connect
Grab your API key in Anchor:
Go to Settings → Integrations → Make.com and click Copy API Key.
Open Make and add an Anchor module to any scenario.
In the Connection field, click Add.
Paste your API key into the API Key field.
Enter the email address of yourself or a team member from your business.
Note: This must be the same email used to log in to Anchor.
Click Save to complete the connection.
Supported triggers and actions
Actions
Create contact
Create proposal draft
Publish proposal
List contacts
List proposal templates
Triggers
Proposal sent / viewed / approved / expired / withdrawn
Agreement amended / terminated
Amendment approved