Anchor Support

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How to connect Zapier to Anchor

Notify a Google Chat space automatically whenever key events happen in Anchor.

How to connect Anchor to Google Chat using Zapier [BETA]

Learn how to use Zapier with Anchor to automate workflows across your firm

Using Anchor with Zapier

Use Zapier to connect Anchor to your other apps and automate your day to day tasks

How to connect Anchor to Zoho Books

Automatically route invoices to the team member assigned to a specific client.

Route invoices to the right team member with Zapier

Learn how to use Typeform with Anchor to automate client intake

How to connect Anchor to Typeform using Zapier [BETA]

Learn how to use Google Forms with Anchor to automate client intake

How to connect Anchor to Google Forms using Zapier [BETA]

Learn how to use SurveyMonkey with Anchor to automate client intake

How to connect Anchor to SurveyMonkey using Zapier [BETA]

Learn how to use TaxDome with Anchor to automatically add clients when a proposal is signed

How to connect Anchor to TaxDome using Zapier [BETA]

Learn how to use Calendly with Anchor to automatically log prospects when they book a discovery call

How to connect Anchor to Calendly using Zapier [BETA]

Learn how to use Zoho CRM with Anchor to automatically sync new leads and contacts

How to connect Anchor to Zoho CRM using Zapier [BETA]

Learn how to use ClickUp with Anchor to automatically create a Space and onboarding tasks when a proposal is approved

How to connect Anchor to ClickUp using Zapier [BETA]

Learn how to use Notion with Anchor to keep your client and invoice records in sync

How to connect Anchor to Notion using Zapier [BETA]

Notify a Teams channel or chat automatically whenever key events happen in Anchor.

How to connect Anchor to Microsoft Teams using Zapier [BETA]

Moran Krigsman

Anchor Team

Yair Zirulnik

Zapier

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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