Create BrightManager clients from new Calendly invitees
Streamline your client onboarding process by connecting Calendly to BrightManager. With this workflow, whenever a new invitee is created in Calendly, a client will be created in your BrightManager app, saving you time and ensuring seamless client management. Simply set up this automation and let it handle the client creation for you, so you can focus on providing top-notch service.
Streamline your client onboarding process by connecting Calendly to BrightManager. With this workflow, whenever a new invitee is created in Calendly, a client will be created in your BrightManager app, saving you time and ensuring seamless client management. Simply set up this automation and let it handle the client creation for you, so you can focus on providing top-notch service.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Create a new Client within BrightManager
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Webhook subscription scopeRequired
Try ItClient 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