BrightManager + OneDrive
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 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...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Folder
Creates a new folder.
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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
