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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.

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.

  1. When this happens...
    AccountancyManagerAccountancyManager
    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
Start free with email
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Start free with email
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Supported triggers and actions

What does this mean?
  • AccountancyManager triggers, actions, and search

    Client Created

    Triggers when a Client is created within BrightManager.

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

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • AccountancyManager 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
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accountancymanager logo

About AccountancyManager

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

Related categories

  • Accounting
email logo
email logo

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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