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.
- When this happens...Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
- 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