BrightManager + FreeAgent
Update FreeAgent contacts when clients are updated in BrightManager
Stay on top of your client data with this workflow. Every time there's a client update in BrightManager, the corresponding contact in FreeAgent gets updated too. Reduce manual data entry and maintain up-to-date records across both platforms. Enjoy a more efficient business operation, focus on your core tasks, and boost productivity.
Stay on top of your client data with this workflow. Every time there's a client update in BrightManager, the corresponding contact in FreeAgent gets updated too. Reduce manual data entry and maintain up-to-date records across both platforms. Enjoy a more efficient business operation, focus on your core tasks, and boost productivity.
- When this happens...Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
- automatically do this!Create Contact
Triggers when you add a new contact.
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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