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Create an invoice and link client in Notion from an Anchor invoice

Create an invoice and link client in Notion from an Anchor invoice

Automatically log your issued invoices and match them to clients in your Notion database

Create an invoice and link client in Notion from an Anchor invoice

Workflow preview:

Zap details:

Overview

In order to take advantage of this template, you should use Anchor's own Notion database template by copying it to your own Notion worskpace: https://carpal-poinsettia-676.notion.site/Client-information-template-Index-08bc6571492c83fb8cc981fcbe5ecdd4

When an invoice in Anchor is issued, this workflow will: Log the invoice in your Notion invoices database and match it to it's respective client in your client tracker database, maintaining your records up to date and easy to access.

This template can connect to the following template, which creates a client in your Notion client database when an Anchor proposal is approved: https://zapier.com/templates/details/create-a-client-in-notion-client-db-when-a-proposal-is-approved-in-anchor-85a6fa?secret=MTp0ZW1wbGF0ZTp0dTNLbEl0bXVJRFZWYW5heWNGblRMcmwtdjJ3MFBIdFNvTlROMDZUcmVnOm5ybzdhYQ

Create an invoice and link client in Notion from an Anchor invoice