BrightManager Integrations

Accounting

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Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate OneDrive with BrightManagerIntegrate OneDrive with BrightManager

OneDrive

File Management & Storage, Microsoft
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager

Xama Hub

Accounting
Integrate Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager

Capsule CRM

CRM (Customer Relationship Management)
Integrate Microsoft Excel with BrightManagerIntegrate Microsoft Excel with BrightManager

Microsoft Excel

Microsoft, Spreadsheets
Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate OneDrive with BrightManagerIntegrate OneDrive with BrightManager

OneDrive

File Management & Storage, Microsoft
Integrate Ignition with BrightManagerIntegrate Ignition with BrightManager

Ignition

Proposal & Invoice Management
Integrate HubSpot with BrightManagerIntegrate HubSpot with BrightManager

HubSpot

Marketing Automation
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager

Google Sheets

Google, Spreadsheets
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager

Mailchimp

Email Newsletters
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager

Microsoft Outlook

Calendar, Email, Microsoft
Integrate OneDrive with BrightManagerIntegrate OneDrive with BrightManager

OneDrive

File Management & Storage, Microsoft
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager

Xama Hub

Accounting
Integrate Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager

Capsule CRM

CRM (Customer Relationship Management)
Integrate Microsoft Excel with BrightManagerIntegrate Microsoft Excel with BrightManager

Microsoft Excel

Microsoft, Spreadsheets

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Quickly automate BrightManager integrations with Zapier's templates

  • Generate Xama Hub clients from new clients in BrightManager

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    • BrightManager logo
    • Xama Hub logo
    BrightManager + Xama Hub
  • Add Mailchimp subscribers with new clients created in BrightManager

    Details
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    • BrightManager logo
    • Mailchimp logo
    BrightManager + Mailchimp
  • Add new BrightManager clients to Ignition

    Details
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    • BrightManager logo
    • Ignition logo
    BrightManager + Ignition
  • Add new BrightManager clients to HubSpot

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    • BrightManager logo
    • HubSpot logo
    BrightManager + HubSpot
  • Create new BrightManager clients whenever proposals are accepted in Ignition

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    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager
  • Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

    Details
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    • Ignition logo
    • BrightManager logo
    Ignition + BrightManager

Generate Xama Hub clients from new clients in BrightManager

Details
Try it
  • BrightManager logo
  • Xama Hub logo
BrightManager + Xama Hub

Add Mailchimp subscribers with new clients created in BrightManager

  • BrightManager logo
  • Mailchimp logo
BrightManager + Mailchimp

Add new BrightManager clients to Ignition

  • BrightManager logo
  • Ignition logo
BrightManager + Ignition

Add new BrightManager clients to HubSpot

  • BrightManager logo
  • HubSpot logo
BrightManager + HubSpot

Create new BrightManager clients whenever proposals are accepted in Ignition

  • Ignition logo
  • BrightManager logo
Ignition + BrightManager

Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition

  • Ignition logo
  • BrightManager logo
Ignition + BrightManager

Supported triggers and actions

What does this mean?
  • 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 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

    Action
    Write
    • Client IDRequired

    • Service NameRequired

    Action
    Write
  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
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  • BrightManager triggers, actions, and search

    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    Trigger
    Instant
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    • Client IDRequired

    • Service NameRequired

    Action
    Write
    • Client IdRequired

    Action
    Write
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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