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Integrate Anchor with Financial Cents
Integrate Anchor with Financial Cents

How to automatically create a client in Financial Cents when an Anchor proposal is signed and approved

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

In this article, we will show you how to use Zapier to automatically create a client in Financial Cents when an Anchor proposal is signed and approved.

If you don't have a Zapier account, integrate Financial Cents with over 5,000 apps by going to Zapier.

How to set up the Zap

Step 1: Select the Proposal Approved event for Anchor

Step 2: Select Financial Cents as the next Action and then Create Client as the event.

Step 3: Select the information you want to pull from the Anchor Proposal to create the client in Financial Cents.

Step 4: Test & Publish the Zap

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