BrightManager + monday.com
Create new monday.com items when new clients are created in BrightManager
When a new client is added in BrightManager, streamline your workflow and save time by having an item created simultaneously in monday.com. This automation ensures important data is consistently tracked across both platforms, enabling seamless project management and client tracking. It takes care of repetitive tasks, allowing you to focus on providing quality services to your clients.
When a new client is added in BrightManager, streamline your workflow and save time by having an item created simultaneously in monday.com. This automation ensures important data is consistently tracked across both platforms, enabling seamless project management and client tracking. It takes care of repetitive tasks, allowing you to focus on providing quality services to your clients.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Item
Create a new Item in a board
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient 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
Client IDRequired
Service NameRequired
