Create new clients in Timely Time Tracking for every client created in BrightManager
Create a seamless connection between BrightManager and Timely Time Tracking using this streamlined workflow. When a new client is added in BrightManager, it will promptly add that same client in Timely Time Tracking, mitigating the need for manual data entry. This automation delivers an efficient solution, saving you time while ensuring data consistency across both platforms.
Create a seamless connection between BrightManager and Timely Time Tracking using this streamlined workflow. When a new client is added in BrightManager, it will promptly add that same client in Timely Time Tracking, mitigating the need for manual data entry. This automation delivers an efficient solution, saving you time while ensuring data consistency across both platforms.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Client
Creates a Client
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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