Put BrightManager to work with AI and enterprise-grade automation
Automate smarter with BrightManager and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
HubSpot
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Microsoft Outlook
Calendar, Email, Microsoft
Ignition
Proposal & Invoice Management
Typeform
Forms & Surveys
GoProposal
Proposal & Invoice Management
Inform Direct
Accounting
Jotform
Forms & Surveys
ClickUp
Project Management
HubSpot
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Microsoft Outlook
Calendar, Email, Microsoft
Ignition
Proposal & Invoice Management
Typeform
Forms & Surveys
GoProposal
Proposal & Invoice Management
HubSpot
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Microsoft Outlook
Calendar, Email, Microsoft
Ignition
Proposal & Invoice Management
Typeform
Forms & Surveys
GoProposal
Proposal & Invoice Management
Inform Direct
Accounting
Jotform
Forms & Surveys
ClickUp
Project Management
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
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.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - 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
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
For builders
Let your AI safely access BrightManager
Go beyond Zap workflows. Install Zapier in your AI to call BrightManager actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in BrightManager from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose BrightManager actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a BrightManager connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "brightmanager", owner: "me" });
await zapier.runAction({
app: 'brightmanager',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
BrightManager Help & Support
Common questions
Related categories