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B1G1 + BrightManager

B1G1 + BrightManager

B1G1 + BrightManager integrations

Add new BrightManager clients to cart in B1G1 as recurring impacts

Simplify your process with this effective workflow. As soon as you register a new client in BrightManager, your B1G1 account will instantly add a recurring impact to your Cart. This efficient automation saves time in your client and impact management procedures, enabling you to concentrate more on mission-critical tasks.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a Client is created within BrightManager.
    TriggerInstant
  2. automatically do this!
    Add Recurring Impact to Cart
    Add Recurring Impact to Cart
    Add Recurring Impact to CartAdds Recurring Impacts to your Cart.
    ActionWrite
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More things you can do with BrightManager and B1G1

Discover other triggers and actions you can use with BrightManager and B1G1

  • BrightManager triggers, actions, and search
    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager 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 Name
      Required
    • Legal Form
      Required
    • Client Status
      Required
    • 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 Name
      Required
    • Middle Name
    • Last Name
      Required
    • 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 ID
      Required
    • Service Name
      Required
    Action
    Write
  • 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 ID
      Required
    • Service Name
      Required
    Action
    Write
    • Client_id
      Required
    Action
    Write
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About B1G1
Embed giving into the heart of your business model and activities through B1G1’s giving platform
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Related categories
Fundraising
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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.
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Related categories
Accounting