You can make use of pre built Zaps by visiting https://zapier.com/apps/brightmanager/integrations
The following Triggers are available:
Client Created - Triggers when a client is created
Client Marked as NLAC - Triggers when a client is marked as No Longer a Client
Client Deleted - Triggers when a client is deleted
Client Updated - Triggers when a client/prospect is updated
The following Actions are available:
Create Client - Create a new client in BrightManager
Enable Services - Enable a service
Update Prospect to Client - Update a prospect to client status
Client Search - Find a client using their name
Disable Service - Disable a service
No Longer a Client - Update a client to no longer a client status
Update Client - update a client