Anchor

anchor is a billing platform that helps service providers automate client agreements, payments, and invoicing with the anchor app in {{product name}} , you can manage the proposals, agreements, and contacts in your anchor account requirements to use the anchor app in {{product name}} , you must have an anchor account connect anchor and {{product name}} to get started, you must first create a connection between anchor and {{product name}} , allowing the two services to communicate to create the connection, you need to anchor /#obtain your api key in anchor anchor /#create the connection in obtain your api key in anchor before you create the connection in {{product name}} , you should first obtain an api key in your anchor account to obtain the api key, log in to your anchor account in the left sidebar, click settings > integrations > make com copy the api key value and store it in a safe place you'll use this value in the api key connection field in {{product name}} create the connection in {{product name}} once you have your anchor api key, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add an anchor module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ api key field, enter the api key you copied from your anchor account in the user email field, enter your anchor account's email address click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the anchor app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj anchor modules after connecting to the anchor app, you can use the following types of modules to build your {{scenario plural lowercase}} triggers watch reviewed proposals watch approved proposals watch withdrawn proposals watch expired proposals watch amended proposals watch approved agreement amendments watch terminated agreements actions list contacts create a contact list proposal templates create a proposal draft publish a proposal make an api call other watch published proposals templates you can look for anchor templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} anchor resources anchor help center