BrightManager + Inform Direct + Filter by Zapier

BrightManager + Inform Direct integrations

Remove companies in Inform Direct with newly-deleted Bright Manager clients

Set up this Zap to keep your company data up to date, without manual updating. When new a company with a valid company number is deleted in Bright Manager, the company will be automatically removed from Inform Direct.

When this happens...
Client DeletedTriggers when a Client is deleted within BrightManager.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Remove CompanyRemove a company to inform direct
ActionWrite

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Discover other triggers and actions you can use with BrightManager, Filter by Zapier, and more

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
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
- Company Number
  Required
- Authentication Code
Action
Write

- Company Number
Action
Search

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
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
- Only continue if...
  Required
Action
Filter
- Company Number
  Required
- Save Registers
- Save Documents
Action
Write

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 Inform Direct

Inform Direct is a company secretarial software platform, that allows you to keep your company records up to date with Companies House.

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Related categories

Accounting

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Developer Tools

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