BrightManager Integrations

Do more with BrightManager integrations

Zapier lets you connect BrightManager with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

Ignition

Proposal & Invoice Management

HubSpot

Marketing Automation

Mailchimp

Email Newsletters

Xero

Accounting

Xama Hub

Accounting

OneDrive

File Management & Storage, Microsoft

Google Sheets

Google, Spreadsheets

Microsoft Outlook

Calendar, Email, Microsoft

Capsule CRM

CRM (Customer Relationship Management)

Ignition

Proposal & Invoice Management

HubSpot

Marketing Automation

Mailchimp

Email Newsletters

Xero

Accounting

Xama Hub

Accounting

OneDrive

File Management & Storage, Microsoft

Ignition

Proposal & Invoice Management

HubSpot

Marketing Automation

Mailchimp

Email Newsletters

Xero

Accounting

Xama Hub

Accounting

OneDrive

File Management & Storage, Microsoft

Google Sheets

Google, Spreadsheets

Microsoft Outlook

Calendar, Email, Microsoft

Capsule CRM

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate BrightManager integrations with Zapier's templates

Generate Xama Hub clients from new clients in BrightManager
Details
Try it
BrightManager + Xama Hub
Add Mailchimp subscribers with new clients created in BrightManager
Details
Try it
BrightManager + Mailchimp
Add new BrightManager clients to Ignition
Details
Try it
BrightManager + Ignition
Add new BrightManager clients to HubSpot
Details
Try it
BrightManager + HubSpot
Create new BrightManager clients whenever proposals are accepted in Ignition
Details
Try it
Ignition + BrightManager
Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
Details
Try it
Ignition + BrightManager

Generate Xama Hub clients from new clients in BrightManager

Details

Try it

BrightManager + Xama Hub

Add Mailchimp subscribers with new clients created in BrightManager

Details

Try it

BrightManager + Mailchimp

Add new BrightManager clients to Ignition

Details

Try it

BrightManager + Ignition

Add new BrightManager clients to HubSpot

Details

Try it

BrightManager + HubSpot

Create new BrightManager clients whenever proposals are accepted in Ignition

Details

Try it

Ignition + BrightManager

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

Details

Try it

Ignition + BrightManager

Enable BrightManager service for new Ignition accepted service

Details

Try it

Ignition + BrightManager

Send channel messages in Slack when clients are created in BrightManager

Details

Try it

BrightManager + Slack

Archive clients within BrightManager when proposals are newly-lost in Ignition

Details

Try it

Ignition + BrightManager

Add new BrightManager clients as Stripe customers

Details

Try it

BrightManager + Stripe

Create BrightManager clients from new Google Forms submissions

Details

Try it

Google Forms + BrightManager

Create BrightManager clients from new Typeform entries

Details

Try it

Typeform + BrightManager

Enable BrightManager service for new Ignition accepted service
Details
Try it
Ignition + BrightManager
Send channel messages in Slack when clients are created in BrightManager
Details
Try it
BrightManager + Slack
Archive clients within BrightManager when proposals are newly-lost in Ignition
Details
Try it
Ignition + BrightManager
Add new BrightManager clients as Stripe customers
Details
Try it
BrightManager + Stripe
Create BrightManager clients from new Google Forms submissions
Details
Try it
Google Forms + BrightManager
Create BrightManager clients from new Typeform entries
Details
Try it
Typeform + BrightManager

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
Try It
Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
Try It
- Client Name
  Required
- Legal Form
  Required
- Client Status
  Required
- 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 Name
  Required
- Middle Name
- Last Name
  Required
- 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 ID
  Required
- Service Name
  Required
Action
Write
- Client ID
  Required
Action
Write
- Client_name
  Required
Action
Search

Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
Try It
Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
Try It
- Client ID
  Required
- Service Name
  Required
Action
Write
- Client ID
  Required
Action
Write
- Client ID
  Required
- Client Name
  Required
- Legal Form
  Required
- Client Status
  Required
- 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 Name
  Required
- Middle Name
- Last Name
  Required
- 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

About BrightManager

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

Related categories

Accounting

BrightManager Integrations

Do more with BrightManager integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate BrightManager integrations with Zapier's templates

Generate Xama Hub clients from new clients in BrightManager

Add Mailchimp subscribers with new clients created in BrightManager

Add new BrightManager clients to Ignition

Add new BrightManager clients to HubSpot

Create new BrightManager clients whenever proposals are accepted in Ignition

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

Generate Xama Hub clients from new clients in BrightManager

Add Mailchimp subscribers with new clients created in BrightManager

Add new BrightManager clients to Ignition

Add new BrightManager clients to HubSpot

Create new BrightManager clients whenever proposals are accepted in Ignition

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

Enable BrightManager service for new Ignition accepted service

Send channel messages in Slack when clients are created in BrightManager

Archive clients within BrightManager when proposals are newly-lost in Ignition

Add new BrightManager clients as Stripe customers

Create BrightManager clients from new Google Forms submissions

Create BrightManager clients from new Typeform entries

Enable BrightManager service for new Ignition accepted service

Send channel messages in Slack when clients are created in BrightManager

Archive clients within BrightManager when proposals are newly-lost in Ignition

Add new BrightManager clients as Stripe customers

Create BrightManager clients from new Google Forms submissions

Create BrightManager clients from new Typeform entries

Supported triggers and actions

Popular BrightManager Integrations

Popular BrightManager Integrations