BrightManager + Inform Direct + Filter by Zapier
Remove companies in Inform Direct with newly-deleted Bright Manager clients
Set up this Zap to keep your company data up to date, without manual updating. When new a company with a valid company number is deleted in Bright Manager, the company will be automatically removed from Inform Direct.
Set up this Zap to keep your company data up to date, without manual updating. When new a company with a valid company number is deleted in Bright Manager, the company will be automatically removed from Inform Direct.
- When this happens...Client Deleted
Triggers when a Client is deleted within BrightManager.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Remove Company
Remove a company to inform direct
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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
