Anchor + Motion

Create new tasks in Motion when proposals are approved in Anchor

Streamline your project management process with this workflow. When a proposal gets approved within the Anchor app, it initiates a task creation in the Motion app, driving efficiency and helping you keep up with project progress in real time. Reduce manual work and stay aligned with project updates, allowing you to focus more on strategic decision-making.

When this happens...
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
TriggerInstant
automatically do this!
Create Task
Creates a new Motion Task
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
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
Action
Write

- Workspace IDRequired
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
Try It
- Workspace IDRequired
- Task NameRequired
- ScheduleRequired
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- WorkspaceRequired
- Include All Statuses
Action
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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 Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn more

Related categories

Project Management

Anchor + Motion

Create new tasks in Motion when proposals are approved in Anchor

Supported triggers and actions

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

Create Project

Update Task

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

Create Task

Find Task

About Anchor

Related categories

About Motion

Related categories