Create integrations between SweetProcess and BrightManager to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Policy Approved (Hook)
Triggers when a policy is approved.
Try ItProcedure Approved (Hook)
Triggers when a procedure is approved.
Try ItTask Overdue (Hook)
Triggers when a task falls overdue.
Try ItClient Created
Triggers when a Client is created within BrightManager.
Try It
Process Approved (Hook)
Triggers when a process is approved.
Try ItTask Completed (Hook)
Triggers when a task is completed.
Try ItTask name
Due dateRequired
Assigned document typeRequired
Assign to teammates
Assign to teams
Assign to roles
Client Deleted
Triggers when a Client is deleted within BrightManager.
Try It