BrightManager + WorkflowMax Integrations
Put BrightManager + WorkflowMax to work with AI and enterprise-grade automation
Learn more about BrightManager integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between BrightManager and WorkflowMax
See the kind of workflows teams build with BrightManager and WorkflowMax below — describe the exact one you want above and the Agent builds it on demand.
BrightManager + WorkflowMax
When a client is created in BrightManager, sync their profile to WorkflowMax.
Generate invoices when project milestones finish
When a task is completed in WorkflowMax, automatically create an invoice in BrightManager so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in BrightManager, automatically move the associated project task in WorkflowMax to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in BrightManager, automatically add a comment to the client task in WorkflowMax confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with BrightManager and WorkflowMax?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for BrightManager and WorkflowMax
Everything BrightManager and WorkflowMax can do inside a workflow — the triggers that start one and the actions that run when it fires.
BrightManager Explore BrightManager →
A practice management application specifically designed for accounting and bookkeeping practices to handle workflows and client management.
TriggersTriggers when a Client is created within BrightManager.
Triggers when a Client is deleted within BrightManager.
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Triggers when a Client/Prospect is updated within BrightManager.
Create a new Client within BrightManager
Disable a service for a Client within BrightManager.
Enable a service for a Client within BrightManager.
Marks a Client as NLAC.
Update a Prospect to a Client within BrightManager.
Update a client within BrightManager
WorkflowMax Explore WorkflowMax →
A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.
TriggersTriggers when a job category is created in job settings.
Triggers when a cost is added to a job.
Triggers when a document is added to a job.
Triggers when a task is added to a job.
Triggers when a job task is completed.
Triggers when a job is updated.
Creates a new client.
Creates a cost in cost admin.
Creates a new job.
Creates a cost on a job using either the job number or the job uuid.
Creates a task on a job using either the job number or the job uuid.
Creates a new lead.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about BrightManager + WorkflowMax
Is there a pre-built BrightManager + WorkflowMax automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrightManager and WorkflowMax's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built BrightManager or WorkflowMax connector?
No. The Agent works whether or not BrightManager or WorkflowMax already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting WorkflowMax with BrightManager help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in BrightManager alter project tasks in WorkflowMax?
Yes, when a payment is received or an invoice becomes overdue in BrightManager, you can automatically move or update tasks in WorkflowMax.