BrightManager + Paperless Forms
Create clients in BrightManager from new entries in Paperless Forms
Effortlessly transfer new entries from Paperless Forms into BrightManager to create client records with this seamless workflow. When a new entry is submitted in Paperless Forms, this automation will instantly create a client in BrightManager, ensuring all client information is up-to-date and easily accessible in your accounting software. Save time, reduce manual data entry, and streamline your client management process with this efficient integration.
Effortlessly transfer new entries from Paperless Forms into BrightManager to create client records with this seamless workflow. When a new entry is submitted in Paperless Forms, this automation will instantly create a client in BrightManager, ensuring all client information is up-to-date and easily accessible in your accounting software. Save time, reduce manual data entry, and streamline your client management process with this efficient integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Client
Create a new Client within BrightManager
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Form Name
Try ItClient Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItClient IDRequired
Service NameRequired
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
