BrightManager + Ignition

Archive clients within BrightManager when proposals are newly-lost in Ignition

With this integration in place, when a proposal is lost within Ignition, the client will be automatically archived and marked as no longer a client within BrightManager. The client will no longer appear in your client or prospect list, while you skip the tedious hassle of manual updates..

With this integration in place, when a proposal is lost within Ignition, the client will be automatically archived and marked as no longer a client within BrightManager. The client will no longer appear in your client or prospect list, while you skip the tedious hassle of manual updates..

  1. When this happens...
    IgnitionIgnition
    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

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

    Find a client by company name

    ActionSearch
  3. then do this!
    BrightManagerBrightManager
    No Longer a Client

    Marks a Client as NLAC.

    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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