BrightManager + ClickUp
Create new ClickUp tasks for every new client added in BrightManager
Effortlessly manage your client onboarding process with this dynamic workflow between BrightManager and ClickUp. Whenever a new client is added in BrightManager, a corresponding task will be created in ClickUp, ensuring that your team stays on top of their work and maintains a seamless line of communication. Improve productivity and streamline your client management by implementing this powerful automation.
Effortlessly manage your client onboarding process with this dynamic workflow between BrightManager and ClickUp. Whenever a new client is added in BrightManager, a corresponding task will be created in ClickUp, ensuring that your team stays on top of their work and maintains a seamless line of communication. Improve productivity and streamline your client management by implementing this powerful automation.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Task
Creates a new task.
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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
