Anchor + Client Hub
Create new Client Hub companies from approved Anchor proposals
Ensure seamless operations and boost efficiency in your workflow with this automated system linking Anchor and Client Hub apps. Now, when a proposal gets approved in the Anchor app, it prompts the establishment of a new client company in the Client Hub app. This automation not only eliminates the need for manual entries but also makes sure you never miss adding a new client after their proposal is approved. Stay organized and up-to-date effortlessly.
Ensure seamless operations and boost efficiency in your workflow with this automated system linking Anchor and Client Hub apps. Now, when a proposal gets approved in the Anchor app, it prompts the establishment of a new client company in the Client Hub app. This automation not only eliminates the need for manual entries but also makes sure you never miss adding a new client after their proposal is approved. Stay organized and up-to-date effortlessly.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create New Client Company
Creates a new Client Company
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