BrightManager + Formidable Forms
Create clients in BrightManager from new Formidable Forms entries
Save time and streamline your client onboarding process with this automation. When a new entry is submitted in Formidable Forms, this workflow will instantly create a new client in BrightManager. Keep your client records organized and up-to-date without ever having to do manual data entry again.
Save time and streamline your client onboarding process with this automation. When a new entry is submitted in Formidable Forms, this workflow will instantly create a new client in BrightManager. Keep your client records organized and up-to-date without ever having to do manual data entry again.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client
Create a new Client within BrightManager
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- 14 day trial for premium features & apps
FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try It
FormRequired
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
