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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from BrightManager.

Add your action

An action happens after the trigger—such as "Create Contact" in TidyHQ.

You’re connected!

Zapier seamlessly connects BrightManager and TidyHQ, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
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Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
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- Client Name
  Required
- Legal Form
  Required
- Client Status
  Required
- 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
  Required
- Middle Name
- Last Name
  Required
- 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 ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write

- Client_name
  Required
Action
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Contact Deactivated
Triggers when a contact has been deleted.
Trigger
Instant
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Contact Removed From Group
Triggers when a contact has been removed from a group.
Trigger
Instant
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Event Activated
Triggers when an event is published.
Trigger
Instant
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Event Ticket Pack Activated
Triggers when a group of event tickets has been paid.
Trigger
Instant
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Event Ticket Pack Expired
Triggers when a group of event tickets has exceeded time they can be reserved.
Trigger
Instant
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Event Ticket Created
Triggers when an event ticket is created.
Trigger
Instant
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Event Ticket Updated
Triggers when an event ticket is updated.
Trigger
Instant
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Finance Order Activated
Triggers when a finance order has been paid.
Trigger
Instant
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Finance Order Cancelled
Triggers when a finance order has been cancelled.
Trigger
Instant
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Finance Order Pending
Triggers when a finance order is waiting to be processed.
Trigger
Instant
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Membership Activated
Triggers when a membership has been activated.
Trigger
Instant
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Membership Expired
Triggers when a membership has expired.
Trigger
Instant
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Subscription Cancelled
Triggers when a subscription has been cancelled.
Trigger
Instant
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Subscription Expired
Triggers when a subscription has expired.
Trigger
Instant
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- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Company
- Phone
- Nick Name
- Date of Birth
- Gender
- Subscribed for messages
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Search or write

Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
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Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
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- Client ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write
- Client ID
  Required
- 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
Contact Activated
Triggers when a contact has been created manually or automatically.
Trigger
Instant
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Contact Added to Group
Triggers when a contact has been added to a group.
Trigger
Instant
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Contact Merged
Triggers when two contacts have been merged.
Trigger
Instant
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Event Deleted
Triggers when an event is deleted.
Trigger
Instant
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Event Ticket Pack Cancelled
Triggers when a group of event tickets has been cancelled.
Trigger
Instant
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Event Ticket Pack Reserved
Triggers when a group of event tickets has been reserved for sale.
Trigger
Instant
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Event Ticket Deleted
Triggers when an event ticket is deleted.
Trigger
Instant
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Event Updated
Triggers when an event is updated.
Trigger
Instant
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Finance Order Awaiting Payment
Triggers when a finance order requires manual intervention to have its payment processed.
Trigger
Instant
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Finance Order Expired
Triggers when a finance order has exceeded time it can be in a pending state.
Trigger
Instant
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Finance Order Rejected
Triggers when a finance order has failed to process.
Trigger
Instant
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Membership Cancelled
Triggers when a membership has been cancelled.
Trigger
Instant
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Membership Partiated
Triggers when a membership has been partially paid for.
Trigger
Instant
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Subscription Continued
Triggers when a subscription has continued.
Trigger
Instant
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Subscription Started
Triggers when a subscription has started.
Trigger
Instant
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- Tidy-Assigned Identifier for Contact
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Contact Kind is
- Contact ID Number is
- First Name is
- Last Name is
- Contact Email is
- Company is
- Phone is
Action
Search

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Connect BrightManager and TidyHQ to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your BrightManager to TidyHQ integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BrightManager

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

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Related categories

Accounting

About TidyHQ

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.