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BrightManager Integrations

Accounting

Do more with BrightManager integrations

Zapier lets you connect BrightManager with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager
Mailchimp
Marketing Automation
Integrate Xero with BrightManagerIntegrate Xero with BrightManager
Xero
Accounting
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager
Xama Hub
Accounting
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 Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager
Capsule CRM
CRM (Customer Relationship Management)
Integrate GoProposal with BrightManagerIntegrate GoProposal with BrightManager
GoProposal
Proposal & Invoice Management
Integrate Timely Time Tracking with BrightManagerIntegrate Timely Time Tracking with BrightManager
Timely Time Tracking
Time Tracking Software
Integrate monday.com with BrightManagerIntegrate monday.com with BrightManager
monday.com
Project Management
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager
Mailchimp
Marketing Automation
Integrate Xero with BrightManagerIntegrate Xero with BrightManager
Xero
Accounting
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager
Xama Hub
Accounting
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 Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager
Capsule CRM
CRM (Customer Relationship Management)
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager
Mailchimp
Marketing Automation
Integrate Xero with BrightManagerIntegrate Xero with BrightManager
Xero
Accounting
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager
Xama Hub
Accounting
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 Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager
Capsule CRM
CRM (Customer Relationship Management)
Integrate GoProposal with BrightManagerIntegrate GoProposal with BrightManager
GoProposal
Proposal & Invoice Management
Integrate Timely Time Tracking with BrightManagerIntegrate Timely Time Tracking with BrightManager
Timely Time Tracking
Time Tracking Software
Integrate monday.com with BrightManagerIntegrate monday.com with BrightManager
monday.com
Project Management

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Quickly automate BrightManager integrations with Zapier's templates

  • Generate Xama Hub clients from new clients in BrightManager

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

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

    • BrightManager logo
    • Mailchimp logo
    BrightManager + Mailchimp
  • Add new BrightManager clients to HubSpot

    • BrightManager logo
    • HubSpot logo
    BrightManager + HubSpot
  • Update contacts in Microsoft Outlook when clients are updated in BrightManager

    • BrightManager logo
    • Microsoft Outlook logo
    BrightManager + Microsoft Outlook
  • Create BrightManager clients from new Google Forms submissions

    • Google Forms logo
    • BrightManager logo
    Google Forms + BrightManager
  • Generate Xama Hub clients from new clients in BrightManager

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

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

    • BrightManager logo
    • Mailchimp logo
    BrightManager + Mailchimp
  • Add new BrightManager clients to HubSpot

    • BrightManager logo
    • HubSpot logo
    BrightManager + HubSpot
  • Update contacts in Microsoft Outlook when clients are updated in BrightManager

    • BrightManager logo
    • Microsoft Outlook logo
    BrightManager + Microsoft Outlook
  • Create BrightManager clients from new Google Forms submissions

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

    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager
  • Enable BrightManager service for new Ignition accepted service

    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager
  • Send channel messages in Slack when clients are created in BrightManager

    • BrightManager logo
    • Slack logo
    BrightManager + Slack
  • Archive clients within BrightManager when proposals are newly-lost in Ignition

    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager
  • Add new BrightManager clients as Stripe customers

    • BrightManager logo
    • Stripe logo
    BrightManager + Stripe
  • Create BrightManager clients from new Typeform entries

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

      • Ignition logo
      • BrightManager logo
      Ignition + BrightManager
    • Enable BrightManager service for new Ignition accepted service

      • Ignition logo
      • BrightManager logo
      Ignition + BrightManager
    • Send channel messages in Slack when clients are created in BrightManager

      • BrightManager logo
      • Slack logo
      BrightManager + Slack
    • Archive clients within BrightManager when proposals are newly-lost in Ignition

      • Ignition logo
      • BrightManager logo
      Ignition + BrightManager
    • Add new BrightManager clients as Stripe customers

      • BrightManager logo
      • Stripe logo
      BrightManager + Stripe
    • Create BrightManager clients from new Typeform entries

      • Typeform logo
      • BrightManager logo
      Typeform + BrightManager

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • 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

    BrightManager Help & Support

    Common questions

    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

    Popular BrightManager Integrations

    • Paths by Zapier
    • Filter by Zapier
    • Mailchimp
    • Xero
    • Xama Hub