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Or pick an app to pair with
Xero
Accounting
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Marketing Automation
Xama Hub
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
Capsule CRM
CRM (Customer Relationship Management)
GoProposal
Proposal & Invoice Management
Slack
Team Chat
Ignition
Proposal & Invoice Management
Timely Time Tracking
Time Tracking Software
Xero
Accounting
Mailchimp
Marketing Automation
Xama Hub
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
Capsule CRM
CRM (Customer Relationship Management)
GoProposal
Proposal & Invoice Management
Xero
Accounting
Mailchimp
Marketing Automation
Xama Hub
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
Capsule CRM
CRM (Customer Relationship Management)
GoProposal
Proposal & Invoice Management
Slack
Team Chat
Ignition
Proposal & Invoice Management
Timely Time Tracking
Time Tracking Software
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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.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client 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
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
BrightManager Help & Support
Common questions
Related categories
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