BrightManager + Jotform
Create new BrightManager clients from new Jotform submissions
Streamline your client onboarding process with this workflow. When a new submission is made in Jotform, it immediately creates a new client in BrightManager. This not only saves time but ensures that all client information is accurately collected and stored, improving your practice's efficiency and accuracy.
Streamline your client onboarding process with this workflow. When a new submission is made in Jotform, it immediately creates a new client in BrightManager. This not only saves time but ensures that all client information is accurately collected and stored, improving your practice's efficiency and accuracy.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client
Create a new Client within BrightManager
- Free forever for core features
- 14 day trial for premium features & apps
About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Related categories
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
