This integration allows you to streamline your workflow by connecting Anchor to Levvy, making it easier to manage client relationships, track services, and automate draft workflow creation upon proposal approval.
Below, we’ll guide you through how this integration works and what you can expect.
Automatic contact and workflow Creation:
When a proposal is approved in Anchor, Levvy will automatically:
Create a new client in Levvy (if the client doesn’t already exist).
Create draft workflows based on your mapped Anchor services and corresponding Levvy workflows.
Connect with Levvy
Get your API key from Anchor
Go to Settings → API Keys → Generate API Key.
Go to Levvy.com
Open the Anchor integration under Main menu → Integrations → Billing.
Enter your API key in Levvy
Paste the API key you copied from Anchor.
Add the email of the team member on whose behalf automations will run.
Click Connect
Once the connection is successful, you’ll see a green Connected status and a Configure button will appear.
Map Anchor services to Levvy workflows
Configure how each Anchor service should trigger workflows in Levvy.
Learn more in the Levvy Help Center.