Anchor + SmartSuite

Anchor + SmartSuite integrations

Create new SmartSuite records when Anchor proposals are approved

When a proposal gets approved in Anchor, this workflow instantly generates a new record in SmartSuite. It saves you time by doing the data entry work, ensuring the seamless transition of information between Anchor and SmartSuite. This automation streamlines your process, allowing you to focus more on your business tasks.

When this happens...
TriggerPolling
automatically do this!
Create RecordTriggers when new record is created.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Anchor and SmartSuite

Discover other triggers and actions you can use with Anchor and SmartSuite

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
Try It
Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
Try It
Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
Trigger
Instant
Try It
Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
Trigger
Instant
Try It

Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
Trigger
Instant
Try It
New Invoice Issued
Triggers when a new invoice is issued.
Trigger
Instant
Try It

Payout Deleted
Triggers when a payout is deleted.
Trigger
Instant
Try It
Payout Paid
Triggers when funds are paid out to your bank.
Trigger
Instant
Try It
Proposal Expired
Triggers when a proposal expires before being approved.
Trigger
Instant
Try It
Proposal Reviewed
Triggers when a proposal is reviewed by the client.
Trigger
Instant
Try It
- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
- Table
  Required
Action
Write
- Solution
  Required
Action
Write

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
Trigger
Instant
Try It
Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
Trigger
Instant
Try It
Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
Trigger
Instant
Try It
Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
Trigger
Instant
Try It
New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Instant
Try It
Proposal Published
Triggers when a proposal is published.
Trigger
Instant
Try It
Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  Required
Action
Write

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

HelpHelp

Related categories

Productivity