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Automate Anchor with the Rest of Your Tech Stack
If you're looking to integrate and automate Anchor within your firm's workflows, you're in the right place. Anchor is a powerful tool that streamlines processes like proposal acceptance, engagement letter management, and pricing adjustments. But did you know you can take it even further with custom integrations through STRMS?
STRMS can build custom integrations tailored to your firm's requirements.
While Anchor's native features are impressive, you might want more tailored solutions for your firm's specific needs. For instance, you may want to handle pricing changes or upsells without creating new workflow tasks in apps like Karbon, Financial Cents, TaxDome, Asana, or ClickUp. This is where custom integrations come into play.
Scenario 1
Creating project/task lists in your workflow management solution (ie. Karbon) based on services signed in Anchor, with extra filtering to avoid duplicates for existing clients.
Scenario 2
Automatically assign your project/tasks after your client signs in Anchor, based on types of service, client relationship, geographical location, etc.
Scenario 3
Send Slack messages to your team upon proposal acceptance, ensuring seamless notifications to relevant team members to kickstart the work efficiently.
and many more automations...
Automate Your Firm
We build and fully manage your workflow automations to eliminate your team's manual tasks, saving you hours each month to focus on profitable client work.
Get a Free Trial of Anchor
Anchor automates the entire process of getting paid by clients, end-to-end. Send your Anchor proposals, and the platform will auto-invoice, auto-charge, and auto-sync them all with your accounting software.
