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BrightManager + Google Sheets

BrightManager + Google Sheets

BrightManager + Google Sheets integrations

Create spreadsheet rows in Google Sheets for new clients created in BrightManager

Keep your accounting organized and efficient with this seamless workflow. When a new client is added in BrightManager, a row is instantly created on your Google Sheets spreadsheet. Not only does this save time, but it also ensures that all your client information is accurately recorded and readily accessible in your spreadsheet. Experience the increased productivity this efficient system brings to your bookkeeping procedures.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a Client is created within BrightManager.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with BrightManager and Google Sheets

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

  • 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.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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Related Zap Templates

  • Create new BrightManager clients from new Google Sheets rows