BrightManager + Slack

Mark new BrightManager clients as nlac and send channel messages in Slack

Stay updated instantly when a client is marked as NLAC in BrightManager by implementing this workflow. It sends a channel message in Slack, ensuring you're informed without needing to check multiple platforms. This automatic process smoothly integrates BrightManager and Slack, boosting your team's efficiency and communication.

Stay updated instantly when a client is marked as NLAC in BrightManager by implementing this workflow. It sends a channel message in Slack, ensuring you're informed without needing to check multiple platforms. This automatic process smoothly integrates BrightManager and Slack, boosting your team's efficiency and communication.

  1. When this happens...
    BrightManagerBrightManager
    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search

    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    Trigger
    Instant
    Try It
    • Client IDRequired

    • Service NameRequired

    Action
    Write
    • Client IdRequired

    Action
    Write
brightmanager logo
brightmanager logo

About BrightManager

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

Related categories

  • Accounting
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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