Anchor + Client Hub
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...
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Anchor and Client Hub
Discover other triggers and actions you can use with Anchor and Client Hub
- Agreement Amended
Triggers when an agreement is amended.
Try ItTriggerInstant - Agreement Terminated
Triggers when an agreement is terminated.
Try ItTriggerInstant - Invoice Payment Failed
Triggers when an invoice's payment fails.
Try ItTriggerInstant - Invoice Status Change
Triggers when an invoice's status changes.
Try ItTriggerInstant
- Agreement Amendments Approved
Triggers when amendments are approved.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Invoice Issued
Triggers when an invoice is issued.
Try ItTriggerInstant - Payout Received
Triggers when a payout is received.
Try ItTriggerInstant
