Integrations siteleaf brightmanager
siteleaf + brightmanager

Connect siteleaf and brightmanager to Build Intelligent Automations

Choose a Trigger

siteleaf

When this happens...

Choose an Action

brightmanager

Automatically do this!

Enable Integrations or automations with these events of siteleaf and brightmanager

Enable Integrations or automations with these events of siteleaf and brightmanager

Triggers

New Collection

New Collection

runs when New Collection Created

New Document Created

New Document Created

Runs when new document is created

New Page Is Created

New Page Is Created

runs when New Page Is Created

New Site

New Site

Runs when new site is created

Request a new Trigger for siteleaf

Actions

Create Document

Create Document

Create a new document in Siteleaf

Create Page

Create Page

Create a new page on the site

Publish Site

Publish Site

Publish your site

Request a new Action for siteleaf

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between siteleaf and brightmanager?

To start, connect both your siteleaf and brightmanager accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in brightmanager (or vice versa).

Can we customize how data from siteleaf is recorded in brightmanager?

Absolutely. You can customize how siteleaf data is recorded in brightmanager. This includes choosing which data fields go into which fields of brightmanager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between siteleaf and brightmanager?

The data sync between siteleaf and brightmanager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from siteleaf to brightmanager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between siteleaf and brightmanager?

Yes, you can set conditional logic to control the flow of data between siteleaf and brightmanager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

siteleaf

About siteleaf

Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.

Learn More
brightmanager

About brightmanager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Learn More