Create new Financial Cents projects from sent Anchor proposals
Seamlessly move your business process forward when a proposal is sent in Anchor, instigating the creation of a new project in Financial Cents. This efficient workflow enhances your financial project management by ensuring no proposal goes unattended or overlooked, leading to improved productivity and workflow consistency. Elevate your business operations, reducing manual data entry and saving valuable time, by utilizing this seamless, integrated process.
Seamlessly move your business process forward when a proposal is sent in Anchor, instigating the creation of a new project in Financial Cents. This efficient workflow enhances your financial project management by ensuring no proposal goes unattended or overlooked, leading to improved productivity and workflow consistency. Elevate your business operations, reducing manual data entry and saving valuable time, by utilizing this seamless, integrated process.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Project
Creates a new project, probably with input from previous steps.
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