BrightManager + Typeform

Create BrightManager clients from new Typeform entries

Automatically create a client in BrightManager from a new entry in Typeform without the need for duplicate data entry. Once the client has been created, you can harness the power of BrightManager to automate your client engagement.

Automatically create a client in BrightManager from a new entry in Typeform without the need for duplicate data entry. Once the client has been created, you can harness the power of BrightManager to automate your client engagement.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    BrightManagerBrightManager
    Create Client

    Create a new Client within BrightManager

    ActionWrite
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Supported triggers and actions

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
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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
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn more

Related categories

  • Forms & Surveys

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