BrightManager + Google Drive
Create folders in Google Drive for every new client created in BrightManager
Simplify the process of organizing your client information with this BrightManager and Google Drive workflow. Whenever a new client is added in BrightManager, a corresponding folder is instantly created in your Google Drive, keeping your data neatly nested and easily accessible. Optimize your file management while saving valuable time, so you can keep the focus on your clients' needs.
Simplify the process of organizing your client information with this BrightManager and Google Drive workflow. Whenever a new client is added in BrightManager, a corresponding folder is instantly created in your Google Drive, keeping your data neatly nested and easily accessible. Optimize your file management while saving valuable time, so you can keep the focus on your clients' needs.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
