BrightManager Integrations
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Ignition
Proposal & Invoice Management
HubSpot
Marketing Automation
Mailchimp
Email Newsletters
Google Sheets
Google, Spreadsheets
Microsoft Outlook
Calendar, Email, Microsoft
Filter by Zapier
Developer Tools, Zapier
Webhooks by Zapier
Developer Tools, Zapier
Microsoft Excel
Microsoft, Spreadsheets
OneDrive
File Management & Storage, MicrosoftIgnition
Proposal & Invoice ManagementHubSpot
Marketing AutomationMailchimp
Email NewslettersGoogle Sheets
Google, SpreadsheetsMicrosoft Outlook
Calendar, Email, MicrosoftFilter by Zapier
Developer Tools, ZapierIgnition
Proposal & Invoice ManagementHubSpot
Marketing AutomationMailchimp
Email NewslettersGoogle Sheets
Google, SpreadsheetsMicrosoft Outlook
Calendar, Email, MicrosoftFilter by Zapier
Developer Tools, ZapierWebhooks by Zapier
Developer Tools, ZapierMicrosoft Excel
Microsoft, SpreadsheetsOneDrive
File Management & Storage, MicrosoftJoin millions worldwide who automate their work using Zapier
Quickly automate BrightManager integrations with Zapier's templates
Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient 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
Client IDRequired
Service NameRequired
About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.