BrightManager + Google Sheets
Create spreadsheet rows in Google Sheets for new clients created in BrightManager
Keep your accounting organized and efficient with this seamless workflow. When a new client is added in BrightManager, a row is instantly created on your Google Sheets spreadsheet. Not only does this save time, but it also ensures that all your client information is accurately recorded and readily accessible in your spreadsheet. Experience the increased productivity this efficient system brings to your bookkeeping procedures.
Keep your accounting organized and efficient with this seamless workflow. When a new client is added in BrightManager, a row is instantly created on your Google Sheets spreadsheet. Not only does this save time, but it also ensures that all your client information is accurately recorded and readily accessible in your spreadsheet. Experience the increased productivity this efficient system brings to your bookkeeping procedures.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
