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BrightManager + Microsoft Office 365

BrightManager + Microsoft Office 365

BrightManager + Microsoft Office 365 integrations

Create new contacts in Microsoft Office 365 for new clients in BrightManager

Streamline your client management with this workflow. When a new client is created in BrightManager, it immediately generates a new contact in Microsoft Office 365. This seamless integration not only saves you from monotonous data entry but also ensures your contacts are up-to-date and consistent across both platforms. Make your client onboarding process efficient and error-free with this automation.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a Client is created within BrightManager.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with BrightManager and Microsoft Office 365

Discover other triggers and actions you can use with BrightManager and Microsoft Office 365

  • 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 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
  • 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 ID
      Required
    • Service Name
      Required
    Action
    Write
    • Client_id
      Required
    Action
    Write
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About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Related categories
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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