Anchor + SmartSuite
Create new SmartSuite records when Anchor proposals are approved
When a proposal gets approved in Anchor, this workflow instantly generates a new record in SmartSuite. It saves you time by doing the data entry work, ensuring the seamless transition of information between Anchor and SmartSuite. This automation streamlines your process, allowing you to focus more on your business tasks.
When a proposal gets approved in Anchor, this workflow instantly generates a new record in SmartSuite. It saves you time by doing the data entry work, ensuring the seamless transition of information between Anchor and SmartSuite. This automation streamlines your process, allowing you to focus more on your business tasks.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Record
Triggers when new record is created.
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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 SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.