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Anchor + Nimble

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.

  1. When this happens...
    Proposal Approved
    Proposal Approved
    Proposal Approved Triggers when a proposal is approved (turns into an agreement).
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreate a new task.
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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

  • Anchor triggers, actions, and search
    Agreement Amended

    Triggers when an agreement is amended.

    Trigger
    Instant
    Try It
  • Anchor triggers, actions, and search
    Agreement Terminated

    Triggers when an agreement is terminated.

    Trigger
    Instant
    Try It
  • Anchor triggers, actions, and search
    Invoice Payment Failed

    Triggers when an invoice's payment fails.

    Trigger
    Instant
    Try It
  • Anchor triggers, actions, and search
    Invoice Status Change

    Triggers when an invoice's status changes.

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