We're exploring a read-only public API for BrightManager, and want to hear from interested practices.
Clients
Tasks
Custom fields
Workflow status
Read-only — no write/update actions
Who this is for:
Practices keeping data current in external tools (reporting, reminders)
Practices running BrightManager alongside other systems
Technical practices building their own reporting/automation
If interested, please comment with:
What you'd connect it to
The problem it solves for you
Your technical capability (in-house dev / vendor / none)
Id also like a write function, the ability to clean client data in bulk via Excel would be a huge time saving .
Also the ability to Creat new clients via api connections or sync data such as AML reference to third parties etc .
This would be the best feature given the current landscape with external tools