Connect with Anchor
Only users with the Owner role can see and initiate the Anchor integration
Go to the main menu
Click on Integration.
Within the Accounting and Billing tab, you will see Anchor under Billing
Click Connect.
Follow the prompts to copy the API key from Anchor and paste it into Levvy.
6. Once the connection is successful, you will see Connected in green and the Configure button will appear.
Map Anchor Services to Levvy Workflows
1. Click Configure to begin mapping each Anchor service to a workflow in your Company Library.
2. Click on the orange plus icon to add a new workflow
Note that
Only published workflows in your Levvy Company Library will be available for mapping.
Any new services in Anchor or newly published Levvy workflows will appear automatically.
Watch this video to learn how to publish new Levvy workflows
Automate Creating Clients & Contacts
Client and contact creation in Levvy is triggered when a proposal is approved in Anchor. Levvy will check for existing records before creating new ones:
If no matching client exists (matched by company name or DBA):
A new client is created under the group associated with your Company Name.
A new contact is created using the primaryContact’s first name, last name, and email from the agreement.
If the client exists but the contact does not (matched by first and last name):
A new contact is added under the existing client.
If the client and contact both exist
No client and contact will be recreated in Levvy to avoid duplication.
Reassign new clients to another group
Levvy determines whether users have access to a client by group. Only users assigned to that group can see that client. The common way to segment your clients is by service.
A client can only belong to one group. Users can be added to any number of groups to work on multiple clients.
To reassign clients to a new group:
1. Click on main menu
2. Click on Client Management
3. Click on client name
4. Click on edit icon
5. Click on the Additional tab. Click Update
You can create a new group by navigating to Group management
Activate draft workflows
The mapped services from earlier will be created as drafts under the client.
Watch this video to learn how to activate a draft workflow
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