BrightManager + Pixie
Create and update new clients in Pixie as soon as they're created in BrightManager
When a new client gets added in BrightManager, let this workflow streamline your client management by instantly creating or updating the same client details in Pixie. This not only enhances consistency between platforms, but also boosts efficiency by eliminating the need for manual data entry. Perfect for businesses aiming for optimal client data management.
When a new client gets added in BrightManager, let this workflow streamline your client management by instantly creating or updating the same client details in Pixie. This not only enhances consistency between platforms, but also boosts efficiency by eliminating the need for manual data entry. Perfect for businesses aiming for optimal client data management.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- Free forever for core features
- 14 day trial for premium features & apps
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
