Anchor integration with HubSpot
How to Update deals in HubSpot when new Anchor proposals are accepted
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update deals in HubSpot when new Anchor proposals are accepted" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Anchor integrations
Anchor actions
Nekton can use any feature that is available in Anchor API.
Using our advanced AI, you can easily create custom automations for Anchor.
Here are some typical actions you can do in your automated workflows.
Agreement Amended
Triggers when an agreement is amended.
Agreement Terminated
Triggers when an agreement is terminated.
Invoice Payment Failed
Triggers when an invoice's payment fails.
Invoice Status Change
Triggers when an invoice's status changes.
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Proposal Sent
Triggers when a proposal is sent.
About Anchor
Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.