BrightManager + Email by Zapier
Send outbound emails in Email by Zapier when clients are marked as nlac in BrightManager
When a client is flagged as NLAC in your BrightManager app, streamline your workflow with an automatic email sent through Email by Zapier. This seamless process keeps your communication timely and efficient, ensuring no client slips through the cracks. A smart solution to help manage your client database effectively.
When a client is flagged as NLAC in your BrightManager app, streamline your workflow with an automatic email sent through Email by Zapier. This seamless process keeps your communication timely and efficient, ensuring no client slips through the cracks. A smart solution to help manage your client database effectively.
- When this happens...Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
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