Anchor + Keeper
Create new Keeper clients when proposals get approved in Anchor
Efficiently manage customer information with seamless workflows between the Anchor and Keeper apps. Once a proposal is green-lit in Anchor, this operation swiftly transmits this approval status to the Keeper app, simplifying the process of creating a new client. This automation reduces the need for duplicate data entry, promotes a more efficient client onboarding process, and ensures your customer data remains accurate and up-to-date. Leverage this intelligent workflow to enhance productivity in your operations.
Efficiently manage customer information with seamless workflows between the Anchor and Keeper apps. Once a proposal is green-lit in Anchor, this operation swiftly transmits this approval status to the Keeper app, simplifying the process of creating a new client. This automation reduces the need for duplicate data entry, promotes a more efficient client onboarding process, and ensures your customer data remains accurate and up-to-date. Leverage this intelligent workflow to enhance productivity in your operations.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Client
Creates a new client in Keeper.
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