BrightManager + Trello integrations
Create cards in Trello for new clients created in BrightManager
Experience a smooth workflow between BrightManager and Trello with this automation. Once a new client is added on BrightManager, a corresponding card is instantly created on Trello. This makes task management for each client a breeze, ensuring you stay organized and efficient. No more manual data input, just seamless connection between your accounting and project management tools.
- When this happens...Client CreatedTriggers when a Client is created within BrightManager.
- automatically do this!Create CardAdds a new card on a specific board and list.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with BrightManager and Trello
Discover other triggers and actions you can use with BrightManager and Trello
- Client Created
Triggers when a Client is created within BrightManager.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client NameRequired
- Legal FormRequired
- Client StatusRequired
- Company Number
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Line 4
- Registered Address City
- Registered Address Region
- Registered Address Postcode
- Registered Address Country
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First NameRequired
- Middle Name
- Last NameRequired
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle Name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Client Manager
- Client Partner
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
Related categories
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories






