Skip to content
  • BrightManager logoBrightManager logo
  • Ignition logoIgnition logo

BrightManager + Ignition

Add new BrightManager clients to Ignition

When you create new clients in BrightManager, this template will add them to Ignition. You can then go on to onboard your client with Ignition.

When you create new clients in BrightManager, this template will add them to Ignition. You can then go on to onboard your client with Ignition.

  1. When this happens...
    BrightManagerBrightManager
    Client Created

    Triggers when a Client is created within BrightManager.

    TriggerInstant
  2. automatically do this!
    IgnitionIgnition
    Create Client

    Creates a new client.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • BrightManager triggers, actions, and search

    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search

    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    Trigger
    Instant
    Try It
    • Client NameRequired

    • Legal FormRequired

    • Client StatusRequired

    • Company Number

    • Registered Address Line 1

    • Registered Address Line 2

    • Registered Address Line 3

    • Registered Address Line 4

    • Registered Address City

    • Registered Address Region

    • Registered Address Postcode

    • Registered Address Country

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Title

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Email Address

    • Telephone Number

    • Mobile Number

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Title

    • First Name

    • Middle Name

    • Last Name

    • Email Address

    • Telephone Number

    • Mobile Number

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Client Manager

    • Client Partner

    Action
    Write
    • Client IDRequired

    • Service NameRequired

    Action
    Write
  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search

    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    Trigger
    Instant
    Try It
    • Client IDRequired

    • Service NameRequired

    Action
    Write
    • Client IdRequired

    Action
    Write
brightmanager logo
brightmanager logo

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Related categories

ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Triggers & Actions