BrightManager and Salesflare
How to connect BrightManager
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When client Created in BrightManager, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in BrightManager, find or create account, then find or create contact, then add contact to account in Salesflare.
About BrightManager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
BrightManager operations on Zapier
Triggers (4)
Start a workflow when this happens
- Client Created — Triggers when a Client is created within BrightManager.
- Client Deleted — Triggers when a Client is deleted within BrightManager.
- Client Marked as NLAC — Triggers when a Client is marked as "No Longer a Client" within BrightManager.
- Client Updated — Triggers when a Client/Prospect is updated within BrightManager.
Actions (6)
Things Salesflare can make it do
- Create Client — Create a new Client within BrightManager
- Disable Service — Disable a service for a Client within BrightManager.
- Enable Service — Enable a service for a Client within BrightManager.
- No Longer a Client — Marks a Client as NLAC.
- Update Client — Update a client within BrightManager
Show 1 more actions
- Update Prospect to Client — Update a Prospect to a Client within BrightManager.
Searches (1)
Look up existing records
- Client Search — Find a client by company name
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