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.

Initiate project creation in Financial Cents when proposal is approved in Anchor, and find or create client

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.

Initiate project creation in Financial Cents when proposal is approved in Anchor, and find or create client