BrightManager + Ignition

Create new BrightManager clients whenever proposals are accepted in Ignition

Simplify your proposal acceptance process with this efficient Ignition and BrightManager workflow. Whenever a proposal gets accepted in Ignition, a new client will be instantly created in BrightManager. This seamless process not only saves time but also enhances organization, providing a quick solution to managing new business acceptance.

Simplify your proposal acceptance process with this efficient Ignition and BrightManager workflow. Whenever a proposal gets accepted in Ignition, a new client will be instantly created in BrightManager. This seamless process not only saves time but also enhances organization, providing a quick solution to managing new business acceptance.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    BrightManagerBrightManager
    Create Client

    Create a new Client within BrightManager

    ActionWrite
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Supported triggers and actions

What does this mean?
brightmanager logo
brightmanager logo

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Help

Related categories

  • Accounting
ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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