BrightManager + ClickUp
Create new ClickUp folders for every new client created in BrightManager
Manage your new clients more efficiently with this smart workflow. Whenever you add new clients to your BrightManager app, a dedicated folder is instantly created in the ClickUp app. This automation helps organize all necessary files related to each client, saving you the time spent on manual data entry and ensuring client information is arranged for easy access.
Manage your new clients more efficiently with this smart workflow. Whenever you add new clients to your BrightManager app, a dedicated folder is instantly created in the ClickUp app. This automation helps organize all necessary files related to each client, saving you the time spent on manual data entry and ensuring client information is arranged for easy access.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Folder
Triggers when new folders are created.
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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
