Refound your company for the AI era at ZapConnect 2026. Save your spot →

BrightManager + GoProposal

BrightManager + GoProposal integrations

Create new BrightManager clients from won GoProposal proposals

Make your workflow seamless between GoProposal and BrightManager. As soon as you win a proposal in GoProposal, a new client profile is created instantly in BrightManager. This automation improves efficiency, reduces data entry errors, and allows you to focus more on serving your new clients rather than juggling between applications.

When this happens...
Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
TriggerInstant
automatically do this!
Create ClientCreate a new Client within BrightManager
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with GoProposal and BrightManager

Discover other triggers and actions you can use with GoProposal and BrightManager

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
Try It
New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
Try It
New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
Try It

Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
Try It

Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
Trigger
Instant
Try It
Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
Try It
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
- Client_id
  Required
Action
Write
- Client_name
  Required
Action
Search

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
Try It
Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
Try It
New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
Try It
Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
Trigger
Instant
Try It
Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
Try It
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
- Client ID
  Required
- Client Name
- Legal Form
- Client Status
- 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
- 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
- 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

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

HelpHelp

Related categories

Accounting

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management