WorkflowMax + BrightManager Integrations, Built by an AI Agent
Put WorkflowMax + BrightManager to work with AI and enterprise-grade automation
Learn more about WorkflowMax integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between WorkflowMax and BrightManager
See the kind of workflows teams build with WorkflowMax and BrightManager below — describe the exact one you want above and the Agent builds it on demand.
WorkflowMax + BrightManager
When a client is created in BrightManager, sync their profile to WorkflowMax.
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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 WorkflowMax and BrightManager?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WorkflowMax and BrightManager
Everything WorkflowMax and BrightManager can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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 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.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
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.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Pay
4Pay is a digital payment processing platform that enables online businesses to manage transactions, payouts, and customer billing seamlessly.
Aarven
Aarven is a financial management platform designed to help organizations automate bookkeeping, manage invoices, and track business expenses.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
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.
AdvicePay
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
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 WorkflowMax + BrightManager
Is there a pre-built WorkflowMax + BrightManager automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WorkflowMax and BrightManager's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WorkflowMax or BrightManager connector?
No. The Agent works whether or not WorkflowMax 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.
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.