BrightManager + Wufoo

Create BrightManager clients from new Wufoo entries

Connect Wufoo to BrightManager using this workflow to simplify your client onboarding process. Every new entry in your Wufoo app initiates the creation of a client profile in BrightManager, bypassing manual data entry and enhancing the precision of your client database.

When this happens...
New Entry
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
TriggerInstant
automatically do this!
Create Client
Create a new Client within BrightManager
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Polling
Try It
New Form
Triggers when you build a new form.
Trigger
Polling
Try It
- FormRequired
Trigger
Instant
Try It
- Form HashRequired
Action
Write
Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
Try It

Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
Try It
- 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
Action
Write

- Client IDRequired
- Service NameRequired
Action
Write
- Client IdRequired
Action
Write
- Client NameRequired
Action
Search

- FormRequired
Trigger
Polling
Try It
- Form Hash
Trigger
Instant
Try It
- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
Action
Search
Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
Try It
Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
Try It
- Client IDRequired
- Service NameRequired
Action
Write
- Client IdRequired
Action
Write
- Client IDRequired
- 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

About BrightManager

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

Related categories

Accounting

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn more

Related categories

Forms & Surveys

Similar apps

BrightManager + Wufoo

Create BrightManager clients from new Wufoo entries

Supported triggers and actions

New Entry (poll)

New Form

New Subscription Entry

Create Entry

Client Created

Client Marked as NLAC

Create Client

Enable Service

Update Prospect to Client

Client Search

New Field

New Entry

Create Entry (Legacy)

Find a Submission

Client Deleted

Client Updated

Disable Service

No Longer a Client

Update Client

About BrightManager

Related categories

About Wufoo

Related categories

Similar apps

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Jotform

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