Anchor + ClickUp
Initiate new tasks in ClickUp when proposals get approved in Anchor
"Make your project management efficient with this workflow. When a proposal gets approved in Anchor, a new task is instantly created in ClickUp. It streamlines your process, letting you stay focused on the project at hand without having to manually transfer details between the two platforms."
"Make your project management efficient with this workflow. When a proposal gets approved in Anchor, a new task is instantly created in ClickUp. It streamlines your process, letting you stay focused on the project at hand without having to manually transfer details between the two platforms."
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Task
Creates a new task.
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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.
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About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
