BrightManager + Cognito Forms
Create new BrightManager clients from Cognito Forms entries
Effortlessly streamline your client onboarding process with this workflow that connects Cognito Forms and BrightManager. When a new entry is submitted in Cognito Forms, a client profile is created in BrightManager, saving you the time and hassle of manual data entry. Stay organized and keep your client information up-to-date while focusing on your core accounting tasks.
Effortlessly streamline your client onboarding process with this workflow that connects Cognito Forms and BrightManager. When a new entry is submitted in Cognito Forms, a client profile is created in BrightManager, saving you the time and hassle of manual data entry. Stay organized and keep your client information up-to-date while focusing on your core accounting tasks.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Client
Create a new Client within BrightManager
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