BrightManager + Microsoft Excel
Create new rows in Microsoft Excel when new clients are added in BrightManager
Keep track of new clients in your BrightManager app by automatically adding them to a Microsoft Excel spreadsheet. This workflow saves you the hassle of data entry, ensuring that each new client's details appear in your designated table in real-time. Boost your productivity by streamlining your client management process with this integration.
Keep track of new clients in your BrightManager app by automatically adding them to a Microsoft Excel spreadsheet. This workflow saves you the hassle of data entry, ensuring that each new client's details appear in your designated table in real-time. Boost your productivity by streamlining your client management process with this integration.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific 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
