BrightManager + Ignition

Enable BrightManager service for new Ignition accepted service

When a service is accepted in Ignition this integration will enable the service within BrightManager. The service must be an exact match between the two apps. You can then use AM to automate your workload to fulfil the service.

When a service is accepted in Ignition this integration will enable the service within BrightManager. The service must be an exact match between the two apps. You can then use AM to automate your workload to fulfil the service.

  1. When this happens...
    IgnitionIgnition
    Service Accepted by Client

    Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

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

    Find a client by company name

    ActionSearch
  3. 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.

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

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