BrightManager + OneDrive

BrightManager + OneDrive integrations

Create new folders in OneDrive when new clients are created in BrightManager

When a new client is added in BrightManager, this workflow swiftly generates a dedicated folder within OneDrive. This efficient process aids in staying organized, ensuring that every client detail or related documents are properly stored and readily accessible in the specific folders. Streamlining these tasks helps save time and elevates productivity, giving you the freedom to focus more on managing and growing your client relationships.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with BrightManager and OneDrive

Discover other triggers and actions you can use with BrightManager and OneDrive

Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
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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
- Client_id
  Required
Action
Write

- Client_name
  Required
Action
Search
- Folder
Trigger
Polling
Try It

- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Folder
- Folder Name
  Required
Action
Write
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- File or Folder
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
- Copy
- Search Query
  Required
Action
Search

Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
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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
- Client ID
  Required
- Client Name
- Legal Form
- Client Status
- 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
- 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
- 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
- Folder
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File or Folder
  Required
Action
Write
- Folder
- File
  Required
- File Name
Action
Write
- Copy
- File or Folder
  Required
- Destination Folder
- New Name
Action
Write
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- File or Folder
- Link Type
  Required
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search Query
  Required
Action
Search
- KQL Query
  Required
Action
Search
- File or Folder
  Required
Action
Search

About BrightManager

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

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Related categories

Accounting

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

Microsoft

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