In this article, we will show you how to use Zapier to automatically create a client & work 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.

As mentioned in the video, to ensure the work created with this automation has the proper due dates, start dates, recurring schedules, and team members assigned, you need to set up your template settings.

Here is a guide on how to set up your template settings inside Financial Cents.