Anchor + Coda

Create new rows in Coda when proposal statuses are updated in Anchor

Boost your workflow efficiency with this integration. When a proposal status changes in the Anchor app, this integration will add a new row in your Coda app. This ensures that you never miss tracking a status update, allowing for real-time data management without manual input. Enjoy streamlined project updates and stay on top of your proposals with ease.

When this happens...
Proposal Status Changed
Triggers when the status of a proposal changes.
TriggerInstant
automatically do this!
Create Row
Creates a new row in the selected table.
ActionWrite

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Supported triggers and actions

What does this mean?

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- DocumentRequired
- TableRequired
Trigger
Scheduled
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- Source DocRequired
- Title (override)
Action
Write
- DocumentRequired
- TableRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
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- DocumentRequired
- TableRequired
Trigger
Scheduled
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- DocumentRequired
- TableRequired
Action
Write
- DocumentRequired
- TableRequired
- Matching Columns
Action
Write
- DocumentRequired
- TableRequired
- Search ColumnRequired
- Search ValueRequired
Action
Search