BrightManager + Gmail
Create labels in Gmail for new clients in BrightManager
When a new client is added in BrightManager, ensure efficient organization by immediately creating a corresponding label in Gmail. This workflow helps streamline your email management, keeping your client correspondences sorted and eliminating the time-consuming task of manually labeling each one. Benefit from a neatly organized inbox with this simple BrightManager to Gmail workflow.
When a new client is added in BrightManager, ensure efficient organization by immediately creating a corresponding label in Gmail. This workflow helps streamline your email management, keeping your client correspondences sorted and eliminating the time-consuming task of manually labeling each one. Benefit from a neatly organized inbox with this simple BrightManager to Gmail workflow.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Label
Triggers when you add a new label.
- 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
