DocuSoft + BrightManager Integrations
Put DocuSoft + BrightManager to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between DocuSoft and BrightManager
See the kind of workflows teams build with DocuSoft and BrightManager below — describe the exact one you want above and the Agent builds it on demand.
DocuSoft + BrightManager
When a client is marked as NLAC in BrightManager, sync the status change to DocuSoft.
Generate invoices from approved project records
When a document record status changes to approved in DocuSoft, automatically create an invoice in BrightManager so client billing moves forward promptly.
See details
Log payment confirmations directly inside project documents
When a payment is received in BrightManager, automatically append text to the matching client document page in DocuSoft confirming the updated balance.
See details
Track overdue invoices in account management documentation
When an invoice becomes overdue in BrightManager, automatically add a record in DocuSoft so account representatives are notified to follow up.
See details
Browse the full workflow library →
Looking to achieve something else with DocuSoft and BrightManager?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for DocuSoft and BrightManager
Everything DocuSoft and BrightManager can do inside a workflow — the triggers that start one and the actions that run when it fires.
DocuSoft Explore DocuSoft →
A document management software suite designed to help professional firms store, index, and retrieve digital documents securely.
ActionsDocuSoft Add Client is a service that creates new client reference from one practice management zaps into DocuSoft’s logged in user system this will be used for filing any new document against the newly created client in our system from other zaps.
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
Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
7Shifts
7Shifts is employee scheduling and team management software designed for restaurants and the hospitality industry.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
Airtable
Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.
Akiflow
Akiflow is a time-blocking productivity app that consolidates tasks and calendar events into a single central schedule interface.
ApproveThis
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
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.
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 DocuSoft + BrightManager
Is there a pre-built DocuSoft + BrightManager automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSoft and BrightManager's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built DocuSoft or BrightManager connector?
No. The Agent works whether or not DocuSoft or BrightManager 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.
Can financial status updates automatically reflect in project documents?
Yes, status updates like received payments or overdue invoices in BrightManager can automatically append notes or update record statuses inside DocuSoft.
How does this integration streamline client billing?
Updating a project or record status in DocuSoft can automatically generate a matching invoice in BrightManager to eliminate re-keying billing details.