Anchor + Nimble

Anchor + Nimble integrations

Create new tasks in Nimble when proposals get approved in Anchor

Stay organized and improve productivity with this seamless workflow. When a proposal gets approved in the Anchor app, this workflow ensures a corresponding task is created in the Nimble app instantly. This efficient process eliminates manual data entry, ensuring your work tasks remain up-to-date alongside your proposals. Not only does it keep your projects moving forward, but it also enables you to focus more on what really matters - growing your business.

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TriggerPolling
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Create TaskCreate a new task.
ActionWrite

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More things you can do with Anchor and Nimble

Discover other triggers and actions you can use with Anchor and Nimble

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 Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
Trigger
Instant
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
Trigger
Instant
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
Trigger
Instant
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Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
Trigger
Instant
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New Invoice Issued
Triggers when a new invoice is issued.
Trigger
Instant
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Payout Deleted
Triggers when a payout is deleted.
Trigger
Instant
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Payout Paid
Triggers when funds are paid out to your bank.
Trigger
Instant
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Proposal Expired
Triggers when a proposal expires before being approved.
Trigger
Instant
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
Trigger
Instant
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- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search
New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Subject
  Required
- Notes
  Required
- Due_date
  Required
Action
Write

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
Trigger
Instant
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
Trigger
Instant
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
Trigger
Instant
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
Trigger
Instant
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
Trigger
Instant
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New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Instant
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Proposal Published
Triggers when a proposal is published.
Trigger
Instant
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search
- Tags
- First_note
- First_note_preview
Action
Write

About Anchor

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

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Related categories

Proposal & Invoice Management

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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