Integrate brightmanager with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of brightmanager integrations
See how brightmanager integrates with popular apps to automate tasks and streamline your workflow.
Send brightmanager new client tasks to Slack when work is assigned.
Create Gmail follow-ups from brightmanager overdue deadlines for pending client work.
Add brightmanager job updates to Google Sheets for weekly capacity reporting.
Open Asana tasks from brightmanager new payroll requests after approval.
Route brightmanager client changes to your database when accountant notes are saved.
Sync brightmanager completed jobs to your spreadsheet for billing review.
How to get started with brightmanager automations
Automate when something happens in brightmanager
Login -> Create new flow -> Select trigger -> Search brightmanager -> Choose the trigger from the list
Take action in brightmanager when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search brightmanager -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It links BrightManager to the other tools you already use (CRM, accounting, payroll, email, e-sign) and automates routine work — onboarding, payroll prep, invoicing, reporting and task management — so your team spends less time on admin and more on chargeable work.
Yes. You can set flows that collect timesheets, send reminders to clients or staff, prepare payroll batches, and add audit notes in BrightManager — reducing late runs and compliance risk.
No. viaSocket provides pre-built flows and a simple setup aimed at business operators. You pick the trigger (e.g., new client or completed task), choose actions (create engagement, send invoice, notify), and activate the automation.
viaSocket can use lightweight AI to classify incoming items (like routing new leads or categorising documents), extract key fields from uploads, and recommend next steps. AI speeds decision steps while the automation runs the actual updates in BrightManager.
Yes. viaSocket follows industry best practices for data transfer and works with BrightManager over secure connections. You control which flows run and which systems are connected; audits and logs show who triggered actions.
About brightmanager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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