B1G1 + BrightManager
Add new BrightManager clients to cart in B1G1 as recurring impacts
Simplify your process with this effective workflow. As soon as you register a new client in BrightManager, your B1G1 account will instantly add a recurring impact to your Cart. This efficient automation saves time in your client and impact management procedures, enabling you to concentrate more on mission-critical tasks.
Simplify your process with this effective workflow. As soon as you register a new client in BrightManager, your B1G1 account will instantly add a recurring impact to your Cart. This efficient automation saves time in your client and impact management procedures, enabling you to concentrate more on mission-critical tasks.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Add Recurring Impact to Cart
Adds Recurring Impacts to your Cart.
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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