BrightManager + Trello
Create cards in Trello for new clients created in BrightManager
Experience a smooth workflow between BrightManager and Trello with this automation. Once a new client is added on BrightManager, a corresponding card is instantly created on Trello. This makes task management for each client a breeze, ensuring you stay organized and efficient. No more manual data input, just seamless connection between your accounting and project management tools.
Experience a smooth workflow between BrightManager and Trello with this automation. Once a new client is added on BrightManager, a corresponding card is instantly created on Trello. This makes task management for each client a breeze, ensuring you stay organized and efficient. No more manual data input, just seamless connection between your accounting and project management tools.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
