BrightManager + Typeform
Create BrightManager clients from new Typeform entries
Automatically create a client in BrightManager from a new entry in Typeform without the need for duplicate data entry. Once the client has been created, you can harness the power of BrightManager to automate your client engagement.
Automatically create a client in BrightManager from a new entry in Typeform without the need for duplicate data entry. Once the client has been created, you can harness the power of BrightManager to automate your client engagement.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Client
Create a new Client within BrightManager
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Client Created
Triggers when a Client is created within BrightManager.
Try It
title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Client Deleted
Triggers when a Client is deleted within BrightManager.
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About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Related categories
About Typeform
Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
