BrightManager + Google Sheets

Create new BrightManager clients from new Google Sheets rows

If you're managing client information in Google Sheets and using BrightManager for your accounting needs, this workflow will streamline your process. Each time a new row is added in your Google Sheets, it will result in the creation of a client in the BrightManager app. This efficient process saves time and helps maintain accurate client records in your accounting software.

If you're managing client information in Google Sheets and using BrightManager for your accounting needs, this workflow will streamline your process. Each time a new row is added in your Google Sheets, it will result in the creation of a client in the BrightManager app. This efficient process saves time and helps maintain accurate client records in your accounting software.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    BrightManagerBrightManager
    Create Client

    Create a new Client within BrightManager

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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brightmanager logo

About BrightManager

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

Related categories

  • Accounting
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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