BrightManager + Zapier Tables
Create records in Zapier Tables when new clients are created in BrightManager
With each new client added to your BrightManager platform, this workflow springs into action, creating a corresponding record in your database. This ensures a seamless exchange of information between your systems, eliminating manual data entries and keeping your client profiles updated. It's not merely a tool for efficiency but an integral element in tailoring your daily operations around smart client management.
With each new client added to your BrightManager platform, this workflow springs into action, creating a corresponding record in your database. This ensures a seamless exchange of information between your systems, eliminating manual data entries and keeping your client profiles updated. It's not merely a tool for efficiency but an integral element in tailoring your daily operations around smart client management.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Record
Creates a new record on a table.
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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