BrightManager + Microsoft Office 365
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.
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.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Contact
Creates a new contact.
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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
