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Connect B1G1 to BrightManager and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate B1G1 with BrightManager - no code necessary. See how you can get setup in minutes.

Select a trigger from B1G1

A trigger is an event that starts your Zap and runs the workflow. For example, with B1G1, a trigger could be "New Engagement Impact Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from BrightManager

An action is what takes place after the automation is triggered. For example, with BrightManager, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected B1G1 to BrightManager

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect B1G1 and BrightManager to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect B1G1 and BrightManager to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

    • Favourite Project
      Required
    • Impact Level
      Required
    • Quantity
      Required
    Action
    Write
  • BrightManager triggers, actions, and search
    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search
    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Legal Form
      Required
    • Client Status
      Required
    • 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 Name
      Required
    • Middle Name
    • Last Name
      Required
    • 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
    Action
    Write

Learn how to automate B1G1 on the Zapier blog.

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b1g1 logo
About B1G1
Embed giving into the heart of your business model and activities through B1G1’s giving platform
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Related categories
  • Fundraising
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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.
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