Once connected, COUNT can automatically create client workspaces and trigger onboarding workflows when a proposal is approved in Anchor — eliminating manual setup and helping your team start work immediately.
Below, we’ll walk you through how the integration works and how to set it up.
What This Integration Does
When properly configured, COUNT will automatically:
Create a new client workspace in COUNT when a proposal is approved in Anchor (if the client does not already exist)
Trigger onboarding workflows immediately
Assign internal and client-facing tasks based on the services included in the proposal
This allows your team to move from proposal approval to active work without manual intervention.
Connect with COUNT
Get your API key from Anchor
Go to Settings → API Keys → Generate API Key.
In COUNT (getcount.com) Go to
Open the Anchor integration under Settings → App Integrations
Click Connect next to Anchor
Paste the API key you copied from Anchor.
Enter the email address you use to log in to Anchor.
Click Connect
Once connected, the integration status will show as active.
Learn more in the COUNT Help Center.