BrightManager + Gmail
Send emails in Gmail when clients are deleted in BrightManager
Keep track of client deletions in your BrightManager app with this efficient workflow. Once set up, it sends an email through Gmail whenever a client gets removed in BrightManager. It ensures you never overlook such an important event, providing immediacy and comprehensiveness to your business management routine.
Keep track of client deletions in your BrightManager app with this efficient workflow. Once set up, it sends an email through Gmail whenever a client gets removed in BrightManager. It ensures you never overlook such an important event, providing immediacy and comprehensiveness to your business management routine.
- When this happens...Client Deleted
Triggers when a Client is deleted within BrightManager.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
