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Xero
Accounting
Mailchimp
Marketing Automation
Xama Hub
Accounting
Google Sheets
Google, Spreadsheets
Capsule CRM
CRM (Customer Relationship Management)
Microsoft Outlook
Calendar, Email, Microsoft
GoProposal
Proposal & Invoice Management
Timely Time Tracking
Time Tracking Software
monday.com
Project Management
Xero
Accounting
Mailchimp
Marketing Automation
Xama Hub
Accounting
Google Sheets
Google, Spreadsheets
Capsule CRM
CRM (Customer Relationship Management)
Microsoft Outlook
Calendar, Email, Microsoft
Xero
Accounting
Mailchimp
Marketing Automation
Xama Hub
Accounting
Google Sheets
Google, Spreadsheets
Capsule CRM
CRM (Customer Relationship Management)
Microsoft Outlook
Calendar, Email, Microsoft
GoProposal
Proposal & Invoice Management
Timely Time Tracking
Time Tracking Software
monday.com
Project Management
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Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
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.
- Client Created
Triggers when a Client is created within BrightManager.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client 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
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
BrightManager Help & Support
Common questions
Related categories
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