BrightManager + Microsoft SharePoint
Create new Microsoft SharePoint folders for newly created clients in BrightManager
Easily organize client data using BrightManager and Microsoft SharePoint. When a new client is added in BrightManager, this workflow swiftly sets up a corresponding folder in SharePoint. This efficient process not only tidies up your client data storage but also saves you the time and effort of manually creating folders. Enjoy more streamlined and effective data management with this simple, yet powerful, workflow.
Easily organize client data using BrightManager and Microsoft SharePoint. When a new client is added in BrightManager, this workflow swiftly sets up a corresponding folder in SharePoint. This efficient process not only tidies up your client data storage but also saves you the time and effort of manually creating folders. Enjoy more streamlined and effective data management with this simple, yet powerful, workflow.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Folder
List all folders on a site
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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