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BrightManager Integrations

Accounting

Do more with BrightManager integrations

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Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Filter by Zapier with BrightManagerIntegrate Filter by Zapier with BrightManager

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with BrightManagerIntegrate Webhooks by Zapier with BrightManager

Webhooks by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with BrightManagerIntegrate Microsoft Excel with BrightManager

Microsoft Excel

Microsoft, Spreadsheets
Integrate OneDrive with BrightManagerIntegrate OneDrive with BrightManager

OneDrive

File Management & Storage, Microsoft
Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Filter by Zapier with BrightManagerIntegrate Filter by Zapier with BrightManager

Filter by Zapier

Developer Tools, Zapier
Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Filter by Zapier with BrightManagerIntegrate Filter by Zapier with BrightManager

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with BrightManagerIntegrate Webhooks by Zapier with BrightManager

Webhooks by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with BrightManagerIntegrate Microsoft Excel with BrightManager

Microsoft Excel

Microsoft, Spreadsheets
Integrate OneDrive with BrightManagerIntegrate OneDrive with BrightManager

OneDrive

File Management & Storage, Microsoft

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Quickly automate BrightManager integrations with Zapier's templates

  • Add new BrightManager clients to Ignition

    Details
    • BrightManager logo
    • Ignition logo
    BrightManager + Ignition
  • Add Mailchimp subscribers with new clients created in BrightManager

    • BrightManager logo
    • Mailchimp logo
    BrightManager + Mailchimp
  • Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager
  • Generate Xama Hub clients from new clients in BrightManager

    • BrightManager logo
    • Xama Hub logo
    BrightManager + Xama Hub
  • Add new BrightManager clients to HubSpot

    • BrightManager logo
    • HubSpot logo
    BrightManager + HubSpot
  • Create BrightManager clients from new Google Forms submissions

    • Google Forms logo
    • BrightManager logo
    Google Forms + BrightManager

Add new BrightManager clients to Ignition

Try it
  • BrightManager logo
  • Ignition logo
BrightManager + Ignition

Add Mailchimp subscribers with new clients created in BrightManager

  • BrightManager logo
  • Mailchimp logo
BrightManager + Mailchimp

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

  • Ignition logo
  • BrightManager logo
Ignition + BrightManager

Generate Xama Hub clients from new clients in BrightManager

  • BrightManager logo
  • Xama Hub logo
BrightManager + Xama Hub

Add new BrightManager clients to HubSpot

  • BrightManager logo
  • HubSpot logo
BrightManager + HubSpot

Create BrightManager clients from new Google Forms submissions

  • Google Forms logo
  • BrightManager logo
Google Forms + BrightManager

Supported triggers and actions

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

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager 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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brightmanager logo

About BrightManager

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

Related categories

  • Accounting