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BrightManager + Email by Zapier

BrightManager + Email by Zapier

BrightManager + Email by Zapier integrations

Send emails to client managers for new updates in BrightManager

This template will automatically send an email to the client manager every time an update is made to a client. The email has a link directly to the client file allowing for quick identification of the updates that have been made.

  1. When this happens...
    Client Updated
    Client Updated
    Client UpdatedTriggers when a Client/Prospect is updated within BrightManager.
    TriggerInstant
  2. automatically do this!
    Send Outbound Email
    Send Outbound Email
    Send Outbound EmailSend 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.
    ActionWrite
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More things you can do with BrightManager and Email by Zapier

Discover other triggers and actions you can use with BrightManager and Email by Zapier

  • BrightManager triggers, actions, and search
    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search
    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Legal Form
      Required
    • Client Status
      Required
    • 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 Name
      Required
    • Middle Name
    • Last Name
      Required
    • 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
    Action
    Write
    • Client ID
      Required
    • Service Name
      Required
    Action
    Write
  • BrightManager triggers, actions, and search
    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search
    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Service Name
      Required
    Action
    Write
    • Client_id
      Required
    Action
    Write
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About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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Related categories
Accounting
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About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
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Related categories
Email
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