BrightManager + Zoho Forms
Create BrightManager clients from new Zoho Forms entries
Effortlessly streamline your onboarding process with this Zoho Forms and BrightManager integration. Whenever a new form entry is submitted in Zoho Forms, this automation will create a client in BrightManager, saving you from manual data entry and ensuring a seamless experience for your clients. Keep your accountancy practice running smoothly and enhance your client management with this efficient workflow.
Effortlessly streamline your onboarding process with this Zoho Forms and BrightManager integration. Whenever a new form entry is submitted in Zoho Forms, this automation will create a client in BrightManager, saving you from manual data entry and ensuring a seamless experience for your clients. Keep your accountancy practice running smoothly and enhance your client management with this efficient workflow.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Client
Create a new Client within BrightManager
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- 14 day trial for premium features & apps
FormRequired
Try ItClient 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
