Connect Anchor and monday.com
Integrate Anchor with monday.com to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Anchor + monday.com flows
Start from a real workflow other teams are already running.
Choose a trigger
Anchor
When this happens...
New Proposal Event
New Invoice Event
Choose an action
monday.com
Automatically do this!
Create Board
Archive Board
Get Item Column Values
Create Column
Create Group
Delete Item
Get Board Groups
Update Board
Delete Board
Archive Group
Archive Item
Create Subitem
Create Update
Delete Group
Duplicate Group
Update Group
Delete Column
List All Boards
Create Item
List Updates
Update Item Column Values
Send Notification to Selected User
Create Contact in Anchor when New User Joins in monday.com
Use this flowList Contacts in Anchor when New User Joins in monday.com
Use this flowList Invoices in Anchor when New User Joins in monday.com
Use this flowList Agreements in Anchor when New User Joins in monday.com
Use this flowCreate Proposal Draft in Anchor when New User Joins in monday.com
Use this flowPublish Proposal in Anchor when New User Joins in monday.com
Use this flowList Proposals in Anchor when New User Joins in monday.com
Use this flowSubmit Charges in Anchor when New User Joins in monday.com
Use this flowAdd Credit in Anchor when New User Joins in monday.com
Use this flowFind or Create Ad Hoc Agreement in Anchor when New User Joins in monday.com
Use this flowSupported Triggers & Actions
Everything you can automate between Anchor and monday.com.
When this happensTriggers
A trigger is an event that starts a workflow.
New Proposal Event
Runs when a proposal is sent, published, reviewed, approved, expired or withdrawn.
New Invoice Event
Runs when an invoice is issued, paid, voided, or a payment fails, is refunded or disputed.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Do thisActions
Action is the task that follows automatically within your Anchor integrations.
Create Contact
Create a client contact with name, email, company, phone and custom metadata.
List Contacts
List all contacts, search by name, email or company, or get one contact by ID.
List Invoices
List or search invoices with status, agreement and date filters, or get one invoice by ID.
List Agreements
List or search agreements by status or contact, or get one agreement by ID.
Create Proposal Draft
Create a proposal draft from a saved template, optionally linked to a contact.
Publish Proposal
Publish a proposal draft and send it to the client, with or without a notification email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Anchor
Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.
Learn moreSimilar apps
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Anchor and monday.com accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Anchor and monday.com as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach monday.com. No coding required.
Yes. You can set up a workflow where Anchor triggers actions in monday.com, and a separate workflow where monday.com triggers actions in Anchor. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Anchor and monday.com. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Anchor and monday.com integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
