BrightManager Integrations

Name: Zapier
Availability: InStock

Put BrightManager to work with AI and enterprise-grade automation

Automate smarter with BrightManager and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Xero

Accounting

Mailchimp

Marketing Automation

Xama Hub

Accounting

Capsule CRM

CRM (Customer Relationship Management)

GoProposal

Proposal & Invoice Management

Timely Time Tracking

Time Tracking Software

Ignition

Proposal & Invoice Management

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Xero

Accounting

Mailchimp

Marketing Automation

Xama Hub

Accounting

Capsule CRM

CRM (Customer Relationship Management)

GoProposal

Proposal & Invoice Management

HubSpot

Marketing Automation

Xero

Accounting

Mailchimp

Marketing Automation

Xama Hub

Accounting

Capsule CRM

CRM (Customer Relationship Management)

GoProposal

Proposal & Invoice Management

Timely Time Tracking

Time Tracking Software

Ignition

Proposal & Invoice Management

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

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Generate Xama Hub clients from new clients in BrightManager
Details
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BrightManager + Xama Hub
Add Mailchimp subscribers with new clients created in BrightManager
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BrightManager + Mailchimp
Add new BrightManager clients to Ignition
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BrightManager + Ignition
Update contacts in Microsoft Outlook when clients are updated in BrightManager
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BrightManager + Microsoft Outlook
Add new BrightManager clients to HubSpot
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BrightManager + HubSpot
Create cards in Trello for new clients created in BrightManager
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BrightManager + Trello

Generate Xama Hub clients from new clients in BrightManager

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BrightManager + Xama Hub

Add Mailchimp subscribers with new clients created in BrightManager

Details

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BrightManager + Mailchimp

Add new BrightManager clients to Ignition

Details

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BrightManager + Ignition

Update contacts in Microsoft Outlook when clients are updated in BrightManager

Details

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BrightManager + Microsoft Outlook

Add new BrightManager clients to HubSpot

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BrightManager + HubSpot

Create cards in Trello for new clients created in BrightManager

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BrightManager + Trello

Create BrightManager clients from new Google Forms submissions

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Google Forms + BrightManager

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

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Ignition + BrightManager

Enable BrightManager service for new Ignition accepted service

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Ignition + BrightManager

Send channel messages in Slack when clients are created in BrightManager

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BrightManager + Slack

Archive clients within BrightManager when proposals are newly-lost in Ignition

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Ignition + BrightManager

Add new BrightManager clients as Stripe customers

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BrightManager + Stripe

Create BrightManager clients from new Google Forms submissions
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Google Forms + BrightManager
Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
Details
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Ignition + BrightManager
Enable BrightManager service for new Ignition accepted service
Details
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Ignition + BrightManager
Send channel messages in Slack when clients are created in BrightManager
Details
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BrightManager + Slack
Archive clients within BrightManager when proposals are newly-lost in Ignition
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Ignition + BrightManager
Add new BrightManager clients as Stripe customers
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BrightManager + Stripe

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.

Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
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Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
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- Client Name
  Required
- Legal Form
  Required
- Client Status
  Required
- 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 Name
  Required
- Middle Name
- Last Name
  Required
- 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
Action
Write
- Client ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write

- Client_name
  Required
Action
Search

Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
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Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
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- Client ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write
- Client ID
  Required
- Client Name
- Legal Form
- Client Status
- 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 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
- 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
Action
Write

BrightManager Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

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Related categories

Accounting

BrightManager Integrations

Put BrightManager to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Generate Xama Hub clients from new clients in BrightManager

Add Mailchimp subscribers with new clients created in BrightManager

Add new BrightManager clients to Ignition