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.
To join the beta email us at [email protected].
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Proposal sent / viewed / approved / expired / withdrawn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