Resources · Make integration

Anchor Make integrationAutomate Anchor with Make.

What if an approved Anchor proposal could start the next task by itself? The Anchor Make integration gives you 15 modules: 9 triggers that follow proposals and agreements, plus actions that create contacts and proposal drafts. Below, you connect your account and build a first scenario.

Try the Anchor integration on MakeSee the 15 modules

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What you can automate

What can the Anchor Make integration do for you?

The Anchor Make integration links your Anchor account to Make, a visual tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. Anchor tells Make when proposals and agreements move, and Make can create contacts and proposals in return, without code.

Rescue proposals that went quiet. Watch Expired Proposals starts a scenario when a proposal runs out without approval. Chain it with Create a Proposal Draft to prepare a fresh version from a template, so the account manager only has to review it and send it again.

Tell the team the moment a deal is won. Watch Approved Proposals fires as soon as a client says yes. A module from another app can then post a message or open a project, with the client details carried in the bundle, the item that travels from one module to the next.

Turn a fresh lead into a ready proposal. A form or a CRM feeds Create a Contact, then Create a Proposal Draft builds the proposal from the template you picked. That is exactly the first scenario on this page.

The Make documentation for Anchor sets no numeric limit. Whatever the listed modules cannot reach, Make an API Call can, with the same connection. Every module run counts as one operation on your Make plan, and the Make pricing page explains how plans count them. Still choosing a tool? n8n vs Make puts the two side by side, and Make training helps you go further once the basics are in place.

Connect

How do you connect Anchor to Make?

  1. 01

    Copy your Anchor API key

    Log in to Anchor and, in the left sidebar, open Settings, then Integrations, then Make.com. Copy the API Key value and keep it somewhere safe, because Make asks for it in a moment.

  2. 02

    Open a new connection in Make

    Add any Anchor module to your scenario and click Create a connection. A connection is your Anchor account linked to Make once, then reused by every Anchor module. Fill Connection name if you manage several accounts.

  3. 03

    Paste the key and save

    Paste the key into API Key, type the email address of your Anchor account in User email, then click Save. If Anchor asks you to authenticate and confirm access, accept and the connection is ready.

First scenario

Your first scenario with Anchor

GoalWhen a new lead lands in another app, Make creates the contact in Anchor and prepares a proposal draft for it.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the + to place the first module. Pick the app where your leads arrive, such as your form tool or your CRM.

  2. 02

    Add Create a Contact

    Click the + on the right of that first module, search for Anchor and choose Create a Contact. Select your connection, then map the lead details from the previous module into the contact fields.

  3. 03

    Add Create a Proposal Draft

    Add one more module with the + and pick Create a Proposal Draft. Make lists the templates it can read in your account: choose one, then map the contact created in the step before.

  4. 04

    Test with Run once

    Click Run once and send a test lead. Open each module to read the bundles it received, then check in Anchor that the new contact and its draft are both there.

  5. 05

    Schedule it and switch it on

    Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. From then on, each new lead gets its draft proposal without anyone retyping a thing.

Triggers

Anchor triggers: what starts a scenario

9 modules start a scenario when something happens in Anchor. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Anchor as soon as it happens.

Anchor1Watch Reviewed Proposals

Watch Reviewed Proposals

Instant trigger

In Make“Triggers when a client opens and reviews a proposal.”

Watch Reviewed Proposals tells you a client has opened a proposal and gone through it, the clearest sign that the conversation is live. Each review reaches your scenario as one bundle you can act on.

How it fires
instant: Anchor calls Make through a webhook as soon as the client reviews the proposal.
When to use it
ping the account manager in your team chat while the client still has the proposal open, so the follow-up call comes at the right moment.
Watch out
a review is not a yes. Keep anything that should only happen after agreement for Watch Approved Proposals.
Anchor2Watch Approved Proposals

Watch Approved Proposals

Instant trigger

In Make“Triggers when a proposal is approved.”

Watch Approved Proposals hands you the deal the moment it is won, so onboarding can begin without someone forwarding an email. The approved proposal arrives as a bundle, ready to map into the next module.

How it fires
instant: Anchor notifies Make through a webhook as soon as the proposal is approved.
When to use it
open the client project in your project tool, add a line to the sales sheet and send a welcome message, all in one scenario.
Watch out
it only covers proposals. An approved change to an existing agreement comes through Watch Approved Agreement Amendments.
Anchor3Watch Withdrawn Proposals

Watch Withdrawn Proposals

Instant trigger

In Make“Triggers when a proposal is cancelled by the service provider.”

Watch Withdrawn Proposals keeps your other tools in line when your own side pulls a proposal back. The service provider cancels it in Anchor, and the scenario receives that proposal so records elsewhere can follow.

How it fires
instant: Anchor calls Make through a webhook as soon as the proposal is withdrawn.
When to use it
move the matching deal to a lost or paused stage in your CRM, so the pipeline report stops counting it.
Watch out
it reacts to withdrawals by the provider, not to proposals that simply ran out of time. Those belong to Watch Expired Proposals.
Anchor4Watch Expired Proposals

Watch Expired Proposals

Instant trigger

In Make“Triggers when a proposal expires without approval.”

Watch Expired Proposals gives you a second shot at deals that went silent: it reports each proposal that expired without being approved, so none of them slips away unnoticed.

How it fires
instant: Anchor calls Make through a webhook as soon as the proposal expires.
When to use it
create a follow-up task for the owner, or chain Create a Proposal Draft to prepare a refreshed version for the same client.
Watch out
test the whole chain with Run once before switching it on, because every new draft lands directly in your Anchor account.
Anchor5Watch Amended Proposals

Watch Amended Proposals

triggerIn the docs only

Watch Amended Proposals picks up proposals that have been amended, so the copies you keep in other tools match the latest version. The Make documentation lists it without a description, and its scheduled type is inferred from its name.

How it fires
scheduled: Make checks Anchor on the scenario's schedule, every 15 minutes by default, instead of waiting for a webhook.
When to use it
refresh the proposal record in your CRM or in a shared sheet when the scope of an offer changes.
Watch out
look at the badge on the module in the editor. A clock confirms a scheduled trigger.
Anchor6Watch Approved Agreement Amendments

Watch Approved Agreement Amendments

Instant trigger

In Make“Triggers when a client approves an agreement amendment.”

Watch Approved Agreement Amendments lets the rest of your stack know that a client has accepted a change to a running agreement. It is your cue to update scope, billing or staffing without waiting for a status meeting.

How it fires
instant: Anchor calls Make through a webhook as soon as the client approves the amendment.
When to use it
update the contract value in your finance sheet and alert the delivery lead within the same scenario.
Watch out
it fires on the client's approval. To catch the amendment when it is sent, use Watch Amended Agreements.
Anchor7Watch Terminated Agreements

Watch Terminated Agreements

Instant trigger

In Make“Triggers when an agreement is terminated.”

Watch Terminated Agreements closes the loop when a client relationship ends, so offboarding no longer depends on someone remembering it. The terminated agreement arrives as a bundle you can map into the modules that follow.

How it fires
instant: Anchor calls Make through a webhook as soon as the agreement is terminated.
When to use it
archive the client folder, close open tasks and tell finance to stop issuing invoices.
Watch out
before any module deletes data in another app, add a step where a person confirms it first.
Anchor8Watch Published Proposals

Watch Published Proposals

Instant trigger

In Make“Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically”

Watch Published Proposals signals that a draft has gone live in Anchor. Its data carries a notifyPolicy field showing whether Anchor notified the client automatically, which tells your scenario if a manual email is still needed.

How it fires
instant: Anchor calls Make through a webhook as soon as the draft is published.
When to use it
send your own message only when the client was not notified, whether the draft was published by hand or with Publish a Proposal.
Watch out
read the notifyPolicy value in a Run once test before filtering on it, since the doc does not list its possible values.
Anchor9Watch Amended Agreements

Watch Amended Agreements

Instant trigger

In Make“Triggers when an amendment to an agreement is sent.”

Watch Amended Agreements catches an amendment the moment it is sent to the client, before any answer comes back. That makes it the right place to track what is still pending on existing agreements.

How it fires
instant: Anchor calls Make through a webhook as soon as the amendment is sent.
When to use it
log the pending amendment in your CRM and give the account owner a reminder task to chase the reply.
Watch out
sending is not agreeing. Wait for Watch Approved Agreement Amendments before touching billing.
Modules

Anchor modules: what Make can do in your account

Anchor gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Anchor1

List Contacts

Search

In Make“Retrieves all client contacts in your Anchor account.”

List Contacts pulls every client contact stored in your Anchor account, each one as its own bundle, which makes it easy to compare Anchor with another address book.

When to use it
before Create a Contact, to check whether the client already exists and avoid a duplicate.
Watch out
a search returns zero, one or many bundles, so every later module runs once per contact and uses operations accordingly.
Anchor2

Create a Contact

Action

In Make“Creates a client contact in Anchor.”

Create a Contact adds a new client to Anchor from data found in another app, which saves you from retyping details that already sit in a form or a CRM.

When to use it
right after a lead signs up, so the contact exists before anyone drafts a proposal for them.
Watch out
if the same person can come in twice, run List Contacts first, or you risk two records for one client.
Anchor3

List Proposal Templates

Search

In Make“Retrieves proposal templates available in your account.”

List Proposal Templates returns the templates available in your account, one bundle per template, so a scenario can pick the right one instead of relying on a fixed choice.

When to use it
when the template depends on the service sold, a retainer or a one-off project for instance, and a filter chooses among the results.
Watch out
if you always use the same template, skip this search and select it directly in Create a Proposal Draft.
Anchor4

Create a Proposal Draft

Action

In Make“Creates a draft proposal from a chosen template for the specified client contact.”

Create a Proposal Draft prepares a proposal from the template you choose, addressed to a given client contact, and leaves it as a draft ready for review.

When to use it
when a deal reaches the quote stage in your CRM, so the account manager opens Anchor to a draft that is already started.
Watch out
it needs a client contact, so place Create a Contact or List Contacts earlier in the scenario.
Anchor5

Publish a Proposal

Action

In Make“Creates a draft proposal from a chosen template for the specified client contact.”

Publish a Proposal takes a prepared proposal live, which removes the last manual click once the draft has been checked internally.

When to use it
after an approval step in another app, to publish the draft built earlier in the same scenario.
Watch out
the Make documentation currently gives this module the same description as Create a Proposal Draft, so try it with Run once on a test client before relying on it.
Anchor6

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call reaches any endpoint of the Anchor API through the connection you already set up, so you are never limited to the modules listed above.

When to use it
when you need an Anchor feature that no ready module covers.
Watch out
you write the request yourself, so keep the Anchor API reference open while you configure it and check the answer with Run once.
Need help

Need help automating Anchor with Make?

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FAQ

Anchor and Make: common questions

01Is the Anchor Make integration free?
Yes. Anchor is a standard app, so its modules work on the Make Free plan. That plan allows 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations each month. You still need an Anchor account, whose own pricing is not covered here.
02What do you need to connect Anchor to Make?
An Anchor account and its API key. In Anchor, open Settings, then Integrations, then Make.com, and copy the API Key value. In Make, click Create a connection on any Anchor module, paste the key, enter the email of your Anchor account in User email and click Save. If Anchor asks you to authenticate, confirm access. For an instant module, click Create a webhook first, then create the connection from inside it. That single connection then serves all 15 Anchor modules.
03Do Anchor triggers fire instantly in Make?
Mostly, yes. 8 of the 9 Anchor triggers are instant: Anchor calls Make through a webhook as soon as a proposal is reviewed, approved, withdrawn, expired or published, and when an agreement is amended, has an amendment approved or is terminated. Watch Amended Proposals is the exception. Its type is inferred as scheduled, so Make checks Anchor on the scenario's schedule, every 15 minutes by default and never more often than that on the Free plan. A paid plan lets that check run every minute.
04What if an Anchor module is missing in Make?
Use Make an API Call. It calls any endpoint of the Anchor API with the connection you already created, so an Anchor feature without a ready module stays within reach. You write the request yourself, which asks for a little more care than a standard module, and a Run once test shows exactly what comes back. The Make documentation for Anchor gives no numeric limit, so there is no documented cap to plan around. If the need sits outside Anchor, add a module from another app in the same scenario.
05Should you pick Make or n8n for Anchor?
It depends on your criteria. In Make, Anchor comes with 15 ready modules, including 8 instant triggers, and the whole scenario is built visually on top of one connection. Whether n8n offers an Anchor node is worth checking on the n8n side before you compare. Then weigh the tool your team already uses, the other apps that sit in the same flow and who will maintain the scenarios over time. The n8n vs Make comparison linked earlier on this page lays both tools out side by side without naming a winner.
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