BrightManager + Xero
Update Xero contacts whenever clients are updated in BrightManager
Effortlessly manage and update your client information by integrating BrightManager and Xero. With this workflow, every time a client's details are updated in BrightManager, the corresponding contact in Xero is instantly created or modified. Maintain up-to-date records, saving you time and reducing the potential for errors in your client management process.
Effortlessly manage and update your client information by integrating BrightManager and Xero. With this workflow, every time a client's details are updated in BrightManager, the corresponding contact in Xero is instantly created or modified. Maintain up-to-date records, saving you time and reducing the potential for errors in your client management process.
- When this happens...Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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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
