Anchor + Financial Cents
Create projects in Financial Cents when new proposals are approved in Anchor
Tired of manually setting up a new client and creating their work in Financial Cents after they sign your proposal? Now you can automate the entire process to save time and prevent mistakes. Set up this Zap to automatically generate a project in Financial Cents whenever a new proposal is approved in Anchor.
Tired of manually setting up a new client and creating their work in Financial Cents after they sign your proposal? Now you can automate the entire process to save time and prevent mistakes. Set up this Zap to automatically generate a project in Financial Cents whenever a new proposal is approved in Anchor.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Project
Creates a new project, probably with input from previous steps.
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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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants