Anchor + Keeper
Create new Keeper clients from paid Anchor invoices
Enhance your business efficiency and precision in real-time with this streamlined workflow between Anchor and Keeper. When an invoice is marked as paid in Anchor, it simultaneously registers as paid in Keeper, thus, eliminating the need for manual data entry and ensuring accurate financial records. This process optimizes your client management efforts effectively.
Enhance your business efficiency and precision in real-time with this streamlined workflow between Anchor and Keeper. When an invoice is marked as paid in Anchor, it simultaneously registers as paid in Keeper, thus, eliminating the need for manual data entry and ensuring accurate financial records. This process optimizes your client management efforts effectively.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Client
Creates a new client in Keeper.
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