Initiate project creation in Financial Cents when proposal is approved in Anchor, and find or create client
Initiate project creation in Financial Cents when proposal is approved in Anchor, and find or create client
Initiate project creation when a proposal is approved in Anchor. Find or create a client in Financial Cents, then create a new project. This ensures efficient onboarding and clear project management for your clients.
Workflow preview:
Zap details:
Overview
Initiate project creation when a proposal is approved in Anchor. Find or create a client in Financial Cents, then create a new project. This ensures efficient onboarding and clear project management for your clients.