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.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Primary Client User Email
Trigger
Polling
Try It

- Company NameRequired
Action
Write
- CompanyRequired
- TemplateRequired
Action
Write
- Owner Email
- Workspace Name
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
Try It
Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
Try It
Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
Try It
New Job Template Added
Triggers when a new Job Template is added
Trigger
Polling
Try It
- CompanyRequired
- EmailRequired
- Client NameRequired
Action
Write
- Job Template Name
Action
Search

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

Learn more

Related categories

Proposal & Invoice Management

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.

Related categories

Communication

Anchor + Client Hub

Create new Client Hub companies from approved Anchor proposals

Supported triggers and actions

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

New Client Workspace Added

Create Client Company

Create Job From Template

Get Workspaces

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

New Job Template Added

Invite Client User

Find Job Templates

About Anchor

Related categories

About Client Hub

Related categories