BrightManager + Mojo

Create clients in BrightManager from new activities in Mojo

Effortlessly keep track of client information when new activities occur in Mojo by connecting it with BrightManager. With this seamless workflow, every time there's a new activity happening inside Mojo, a new client will be created in BrightManager, ensuring that your client database is always up-to-date and accurate. Save time and maintain consistency between the two platforms without the need for manual data entry or updates.

Effortlessly keep track of client information when new activities occur in Mojo by connecting it with BrightManager. With this seamless workflow, every time there's a new activity happening inside Mojo, a new client will be created in BrightManager, ensuring that your client database is always up-to-date and accurate. Save time and maintain consistency between the two platforms without the need for manual data entry or updates.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    BrightManagerBrightManager
    Create Client

    Create a new Client within BrightManager

    ActionWrite
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Supported triggers and actions

    • Note

    Trigger
    Instant
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    • Note

    Trigger
    Instant
    Try It
    • Notice

    • Activity Types

    Trigger
    Instant
    Try It
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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
mojo logo
mojo logo

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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