AccountancyManager + Email by Zapier

Send emails to client managers for new updates in AccountancyManager

This template will automatically send an email to the client manager every time an update is made to a client. The email has a link directly to the client file allowing for quick identification of the updates that have been made.

When this happens...
Client Updated
Triggers when a Client/Prospect is updated within AccountancyManager.
TriggerInstant
automatically do this!
Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Created
Triggers when a Client is created within AccountancyManager.
Trigger
Instant
Client Deleted
Triggers when a Client is deleted within AccountancyManager.
Trigger
Instant
Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.
Trigger
Instant
Client Updated
Triggers when a Client/Prospect is updated within AccountancyManager.
Trigger
Instant
Create Client
Create a new Client within AccountancyManager
Action
Write
Disable Service
Disable a service for a Client within AccountancyManager.
Action
Write
Enable Service
Enable a service for a Client within AccountancyManager.
Action
Write
No Longer a Client
Marks a Client as NLAC.
Action
Write
AccountancyManager
Update a Prospect to a Client within AccountancyManager.
Scheduled
Action
AccountancyManager
Update a client within AccountancyManager
Scheduled
Action
AccountancyManager
Find a client by company name
Scheduled
Action
Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
Email by Zapier
Send an email from your own custom
Scheduled
Action

About AccountancyManager

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

Learn more

Related categories

Accounting

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

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