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
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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.

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 more

Related categories

  • Proposal & Invoice Management

Similar apps

Zoho Invoice integrationsZoho Invoice integrations

Zoho Invoice

Proposal & Invoice Management, Zoho
Wave integrationsWave integrations

Wave

Accounting
Qwilr integrationsQwilr integrations

Qwilr

Proposal & Invoice Management