Create new Microsoft SharePoint folders for newly created clients in BrightManager
Easily organize client data using BrightManager and Microsoft SharePoint. When a new client is added in BrightManager, this workflow swiftly sets up a corresponding folder in SharePoint. This efficient process not only tidies up your client data storage but also saves you the time and effort of manually creating folders. Enjoy more streamlined and effective data management with this simple, yet powerful, workflow.
- When this happens...Client CreatedTriggers when a Client is created within BrightManager.
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More things you can do with BrightManager and Microsoft SharePoint
Discover other triggers and actions you can use with BrightManager and Microsoft SharePoint
- Client Created
Triggers when a Client is created within BrightManager.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client 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
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite



