Accountants, bookkeepers and payroll teams who run client work in BrightManager can use client events to keep communication moving. Through Zapier, Client Created can trigger an SMS, so a new client receives a welcome or next-step message without staff having to copy a number into a separate platform.

Client Updated can notify a team member that important details have changed, while Client Marked as NLAC can send an internal alert when a relationship ends. Client Deleted can also trigger a message where your process requires a record of the change. Mobile Message can send an SMS, create or update a contact and add a contact to a list. That makes it possible to keep a messaging contact record ready when a BrightManager client is created.

Mobile Message inbound texts can start BrightManager actions such as Create Client, Update Client or Enable Service for Client, provided the incoming information and mapping meet BrightManager’s requirements. These are separate one-way Zaps, not a background exchange of client records. Build each workflow in Zapier and choose carefully which client events should result in a customer-facing text or an internal notification.