BrightManager
Create new clients and enable services in BrightManager when a client is created
Streamline your client management processes with this BrightManager workflow. This setup springs into action the moment a new client is created in BrightManager and promptly enables a service, saving you precious time. With this seamless automation, managing your client services becomes more efficient and hassle-free. Enjoy smoother operations and improved client retention with this straightforward workflow.
Streamline your client management processes with this BrightManager workflow. This setup springs into action the moment a new client is created in BrightManager and promptly enables a service, saving you precious time. With this seamless automation, managing your client services becomes more efficient and hassle-free. Enjoy smoother operations and improved client retention with this straightforward workflow.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Enable Service
Enable a service for a Client within BrightManager.
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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
