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BrightManager + Unbiased Pro

BrightManager + Unbiased Pro

BrightManager + Unbiased Pro integrations

Manage new Unbiased Pro enquiries by creating clients in BrightManager

Streamline your process with this effective workflow. Whenever there is a change in enquiry status within Unbiased Pro, this initiates a procedure to promptly create a new client in your BrightManager app. This seamless integration makes client onboarding smooth and efficient, allowing you to focus more on providing your services and less on manual data entry tasks. Optimize your workflow and effectively manage client relationship with this automated solution.

  1. When this happens...
    Enquiry Status Change
    Enquiry Status Change
    Enquiry Status ChangeTriggers when status of an enquiry is changed.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a new Client within BrightManager
    ActionWrite
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More things you can do with Unbiased Pro and BrightManager

Discover other triggers and actions you can use with Unbiased Pro and BrightManager

    • Statuses
    Trigger
    Instant
    Try It
  • 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 ID
      Required
    • Service Name
      Required
    Action
    Write
  • BrightManager triggers, actions, and search
    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search
    Client Marked as NLAC

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

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Legal Form
      Required
    • Client Status
      Required
    • 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 Name
      Required
    • Middle Name
    • Last Name
      Required
    • 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
    Action
    Write
    • Client ID
      Required
    • Service Name
      Required
    Action
    Write
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About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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Related categories
Accounting
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About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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Related categories
Marketing