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BrightManager + Google Calendar

BrightManager + Google Calendar

BrightManager + Google Calendar integrations

Create detailed events in Google Calendar for new clients in BrightManager

Whenever a new client is added in BrightManager, this workflow swiftly sets up a detailed event in Google Calendar. It simplifies your work process by saving you the hassle of replicating entries manually. The interaction between BrightManager and Google Calendar ensures your schedule stays up-to-date with every new client, allowing you to focus more on building robust client relationships.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a Client is created within BrightManager.
    TriggerInstant
  2. automatically do this!
    Create Detailed Event
    Create Detailed Event
    Create Detailed EventCreate an event by defining each field.
    ActionWrite
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More things you can do with BrightManager and Google Calendar

Discover other triggers and actions you can use with BrightManager and Google Calendar

  • 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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google-calendar logo
About Google Calendar
Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.
Learn moreLearn moreHelpHelp
Related categories
Calendar
Google
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