Anchor + Nimble
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.
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.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Task
Create a new task.
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