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Anchor + Financial Cents

Anchor + Financial Cents

Anchor + Financial Cents integrations

Create clients in Financial Cents when new proposals are approved in Anchor

Automatically create a client in Financial Cents when a client accepts a proposal in Anchor. Streamline your proposal process by never manually creating a client again.

  1. When this happens...
    Proposal Approved
    Proposal Approved
    Proposal Approved Triggers when a proposal is approved (turns into an agreement).
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a client in Financial Cents.
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More things you can do with Anchor and Financial Cents

Discover other triggers and actions you can use with Anchor and Financial Cents

  • Anchor triggers, actions, and search
    Agreement Amended

    Triggers when an agreement is amended.

    Trigger
    Instant
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  • Anchor triggers, actions, and search
    Agreement Terminated

    Triggers when an agreement is terminated.

    Trigger
    Instant
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  • Anchor triggers, actions, and search
    Invoice Payment Failed

    Triggers when an invoice's payment fails.

    Trigger
    Instant
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  • Anchor triggers, actions, and search
    Invoice Status Change

    Triggers when an invoice's status changes.

    Trigger
    Instant
    Try It
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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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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