BrightManager + Unbiased Pro
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.
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.
- When this happens...Enquiry Status Change
Triggers when status of an enquiry is changed.
- automatically do this!Create Client
Create a new Client within BrightManager
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- 14 day trial for premium features & apps
Statuses
Try ItClient Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItClient IDRequired
Service NameRequired
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