BrightManager + Squarespace Forms integrations
Create new BrightManager clients from new Squarespace Forms submissions
When a new form submission is recorded in Squarespace Forms, streamline your workflow by instantly creating a client in BrightManager. This automation enables you to promptly manage incoming data without needing to manually input client information. It ensures that no new form submission is overlooked, enhancing your client management process.
- When this happens...New Form SubmissionTriggers when form submission is submitted.
- automatically do this!Create ClientCreate a new Client within BrightManager
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More things you can do with Squarespace Forms and BrightManager
Discover other triggers and actions you can use with Squarespace Forms and BrightManager
- FormRequired
Try ItTriggerInstant- 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
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
Related categories
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