BrightManager + Sage Accounting
Create new Sage Accounting customers from new clients in BrightManager
Streamline your customer management with this effective workflow. When a new client is added in BrightManager, this setup will instantly create a matching customer profile in Sage Accounting. This seamless integration allows for quick, efficient data transfer, reducing manual input and enhancing your business's productivity. An ideal solution for those looking to handle customer information more effectively across platforms.
Streamline your customer management with this effective workflow. When a new client is added in BrightManager, this setup will instantly create a matching customer profile in Sage Accounting. This seamless integration allows for quick, efficient data transfer, reducing manual input and enhancing your business's productivity. An ideal solution for those looking to handle customer information more effectively across platforms.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Customer
Creates a new customer.
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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