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BrightManager + Mailchimp

Unsubscribe emails in Mailchimp when clients are marked as nlac in BrightManager

Streamline your communication process with this workflow. When a client is marked as NLAC (No Longer a Client) in BrightManager, an email is immediately unsubscribed in Mailchimp. This process not only saves time but also ensures that your email marketing efforts are only targeting active clients, thereby enhancing the efficiency of your marketing campaigns.

Streamline your communication process with this workflow. When a client is marked as NLAC (No Longer a Client) in BrightManager, an email is immediately unsubscribed in Mailchimp. This process not only saves time but also ensures that your email marketing efforts are only targeting active clients, thereby enhancing the efficiency of your marketing campaigns.

  1. When this happens...
    BrightManagerBrightManager
    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Unsubscribe Email

    Triggers when any current subscriber unsubscribes from an audience.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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 NameRequired

    • Legal FormRequired

    • Client StatusRequired

    • 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 NameRequired

    • Middle Name

    • Last NameRequired

    • 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 IDRequired

    • Service NameRequired

    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 IDRequired

    • Service NameRequired

    Action
    Write
    • Client IdRequired

    Action
    Write
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brightmanager logo

About BrightManager

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

Related categories

  • Accounting
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mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
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