BrightManager + Sage Accounting
Update customers in Sage Accounting when clients are updated in BrightManager
This workflow enables seamless management of your clients' details. When an update is made to a client's profile in BrightManager, the corresponding customer information in Sage Accounting is instantly updated. This not only maintains consistency between the two systems but also eliminates the need for manual data entry. Get accurate, up-to-date customer information across platforms with this handy tool, enhancing efficiency and productivity.
This workflow enables seamless management of your clients' details. When an update is made to a client's profile in BrightManager, the corresponding customer information in Sage Accounting is instantly updated. This not only maintains consistency between the two systems but also eliminates the need for manual data entry. Get accurate, up-to-date customer information across platforms with this handy tool, enhancing efficiency and productivity.
- When this happens...Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
- automatically do this!Update Contact
Updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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