AccountancyManager Integrations
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Ignition
Proposal & Invoice Management
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
Mailchimp
Email Newsletters
Filter by Zapier
Developer Tools, Zapier
Microsoft Outlook
Calendar, Email, Microsoft
Microsoft Excel
Microsoft, Spreadsheets
Slack
Team Chat
Webhooks by Zapier
Developer Tools, ZapierIgnition
Proposal & Invoice ManagementHubSpot
Marketing AutomationGoogle Sheets
Google, SpreadsheetsMailchimp
Email NewslettersFilter by Zapier
Developer Tools, ZapierMicrosoft Outlook
Calendar, Email, MicrosoftIgnition
Proposal & Invoice ManagementHubSpot
Marketing AutomationGoogle Sheets
Google, SpreadsheetsMailchimp
Email NewslettersFilter by Zapier
Developer Tools, ZapierMicrosoft Outlook
Calendar, Email, MicrosoftMicrosoft Excel
Microsoft, SpreadsheetsSlack
Team ChatWebhooks by Zapier
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Quickly automate AccountancyManager integrations with Zapier's templates
Update AccountancyManager 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 AccountancyManager
AccountancyManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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