BrightManager + Xama Hub
Generate Xama Hub clients from new clients in BrightManager
Looking for a more efficient way to keep your contact details up to date across platforms? With this integration in place, when a new client is created in BrightManager, a matching client will be created within Xama Hub automatically.
Looking for a more efficient way to keep your contact details up to date across platforms? With this integration in place, when a new client is created in BrightManager, a matching client will be created within Xama Hub automatically.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Client
Creates a new individual / company
- 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
About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Related categories
About Xama Hub
Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.