Connect BrightManager to Google Forms and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Create your first workflow

Quickly connect BrightManager to Google Forms with a Zapier template.

Our most popular template

Create BrightManager clients from new Google Forms submissions
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BrightManager + Google Forms

Create BrightManager clients from new Google Forms submissions

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BrightManager + Google Forms

How Zapier works

Zapier makes it easy to integrate BrightManager with Google Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from BrightManager

A trigger is an event that starts your Zap and runs the workflow. For example, with BrightManager, a trigger could be "Client Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Google Forms

An action is what takes place after the automation is triggered. For example, with Google Forms, the action could be "API Request (Beta)."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BrightManager to Google Forms

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect BrightManager and Google Forms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect BrightManager and Google Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
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Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
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- 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
- Client ID
  Required
Action
Write

- Client_name
  Required
Action
Search
- Form
  Required
Trigger
Instant
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Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
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Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
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- Client ID
  Required
- Service Name
  Required
Action
Write
- Client ID
  Required
Action
Write
- Client ID
  Required
- 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
- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Automate Google Forms: get inspired on the Zapier blog

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

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

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Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect BrightManager to Google Forms and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create BrightManager clients from new Google Forms submissions

Create BrightManager clients from new Google Forms submissions

How Zapier works

Select a trigger from BrightManager

Setup an action from Google Forms

That’s it! You just connected BrightManager to Google Forms

Connect BrightManager and Google Forms to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect BrightManager and Google Forms to unlock the power of automation

Supported triggers and actions

Automate Google Forms: get inspired on the Zapier blog

Google Forms to Google Sheets: How to automatically update inventory

5 popular Google Forms automation workflows

How to add attendees to Google Calendar events from Google Forms

Join millions worldwide who automate their work using Zapier