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BrightManager + GoProposal

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.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is won.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a new Client within BrightManager
    ActionWrite
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More things you can do with GoProposal and BrightManager

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

  • GoProposal triggers, actions, and search
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    Proposal Won

    Triggers when a proposal is won.

    Trigger
    Instant
    Try It
  • 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
  • GoProposal triggers, actions, and search
    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
  • 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
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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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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
HelpHelp
Related categories
Proposal & Invoice Management