Skip to content
  • BrightManager logoBrightManager logo

BrightManager Integrations

Join millions worldwide who automate their work using Zapier

 Sign up with Google

Quickly automate BrightManager integrations with Zapier's templates

  • Generate Xama Hub clients from new clients in BrightManager

    • BrightManager logo
    • Xama Hub logo
    BrightManager + Xama Hub
  • Add Mailchimp subscribers with new clients created in BrightManager

    • BrightManager logo
    • Mailchimp logo
    BrightManager + Mailchimp
  • Add new BrightManager clients to Ignition

    • BrightManager logo
    • Ignition logo
    BrightManager + Ignition
  • Add new BrightManager clients to HubSpot

    • BrightManager logo
    • HubSpot logo
    BrightManager + HubSpot
  • Create new BrightManager clients whenever proposals are accepted in Ignition

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

    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager

Generate Xama Hub clients from new clients in BrightManager

  • BrightManager logo
  • Xama Hub logo
BrightManager + Xama Hub

Add Mailchimp subscribers with new clients created in BrightManager

  • BrightManager logo
  • Mailchimp logo
BrightManager + Mailchimp

Add new BrightManager clients to Ignition

  • BrightManager logo
  • Ignition logo
BrightManager + Ignition

Add new BrightManager clients to HubSpot

  • BrightManager logo
  • HubSpot logo
BrightManager + HubSpot

Create new BrightManager clients whenever proposals are accepted in Ignition

  • Ignition logo
  • BrightManager logo
Ignition + BrightManager

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

  • Ignition logo
  • BrightManager logo
Ignition + BrightManager

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