BrightManager + Ignition

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

This template will update a prospect to a client within BrightManager when a new proposal is accepted within Ignition. You can then use the full BrightManager system to manage your client engagement.

This template will update a prospect to a client within BrightManager when a new proposal is accepted within Ignition. You can then use the full BrightManager system to manage your client engagement.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this...
    BrightManagerBrightManager
    Client Search

    Find a client by company name

    ActionSearch
  3. then do this...
    BrightManagerBrightManager
    Update Prospect to Client

    Update a Prospect to a Client within BrightManager.

    ActionWrite
  4. then do this!
    BrightManagerBrightManager
    Enable Service

    Enable a service for a 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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