Integrate GoProposal with Senta

Start 30-day free trial Book a Demo
Goproposal and senta
Senta Integration

Automate your task creation

Begin saving time by streamlining your processes through automatic task generation, triggered once your client accepts their engagement.

Senta Payroll service

Trigger workflows

Match your existing workflows in Senta to a line item in GoProposal to trigger your tasks once your client has accepted their engagement.

Senta - select contact

Effortlessly access your contacts!

Easily view your existing contacts within Senta on GoProposal’s Create Proposal page or, create new contacts that will appear in Senta.

How to Get Started with GoProposal & Senta

Getting started with GoProposal and Senta is simple and connecting the two platforms is fast because of our innate integration

1

Connect

Head to Settings > Integrations > Senta and add in your Senta Access Key. To find your Access Key, login to Senta and head to Settings > Users > Add Integrations. From here you'll be prompted to name the integration (GoProposal) and hit ‘Generate API Key’. Your Subdomain Name is the URL of your Senta workspace without the ‘https://’ or ‘senta.co’.

2

Setup Your Line Items

Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and select a work template from the drop-down list. Make sure that the work template you’d like to select already exists in Senta.

3

Setup Your Templates

Select Configure > Proposal Templates & Emails ‘Edit’ > ‘Senta’. From here, click on the bar and select the correct work template for the Proposal Template type (for example, kick off onboarding tasks for your new clients). Once the correct work templates have been selected, click ‘Save Template’

Ready to get started?

free trial

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial
video

Watch a Short Demo

Discover the power of GoProposal's three key features in a brief, insightful demo.

Watch a demo
ideas

Resources Centre

Transformative education and training for your accounting business.

Browse the resources
  • Strategy & Growth

Engagement Letter Automation: Streamlining Client Proposals Efficiently

Automation is reshaping accountants’ work. From bookkeeping to compliance, firms are adopting digital tools to improve efficiency and reduce manual […]
  • Strategy & Growth

The best Zapier integrations for accountants and bookkeepers

Accounting today is about more than just numbers—it’s about efficiency, accuracy, and client experience. Zapier helps accountants and bookkeepers streamline […]
  • Strategy & Growth

Re-engaging and repricing clients: Maximising MTD impact

The countdown to April 2026 is officially on, and with Making Tax Digital for Income Tax (MTD for Income Tax) […]
  • Strategy & Growth

How a well-crafted business proposal template can boost your firm’s profitability

The accounting industry is more competitive than ever—profitability hinges on more than just great service; it’s about how effectively you […]
  • Strategy & Growth

Simplify client engagement: How to get started with engagement letters

Engagement letters are a cornerstone of good client relationships in accounting, helping to prevent miscommunication, scope creep and legal disputes […]
  • Strategy & Growth

Making Tax Digital for Income Tax: How Accountants can be ready?

Making Tax Digital for income tax (MTD IT) is reshaping the tax process for businesses and individuals, moving towards more […]
  • Strategy & Growth

The 1-3-12 Rule™: How to get paid for every ounce of work you do

When was the last time you reviewed your client fees? For many accountants, it’s a question that brings on a […]
  • Success-Shaping Features

AML Compliance: Essential Practices for Accountants

Anti-money laundering (AML) compliance is more critical than ever for accountancy practices. Regulatory expectations are rising, and with the stakes […]
  • Success-Shaping Features

AML Checks: Essential verification steps for Accountants.

Anti-money laundering (AML) compliance is a crucial responsibility for accountants. Effective AML processes ensure you meet legal obligations while safeguarding […]
  • Strategy & Growth

How to keep your client at the heart of every meeting with the GLOSS Method™

Guide your client meetings with the GLOSS Method™, a framework created by GoProposal to keep the focus on what matters […]

GET STARTED TODAY

Discover what GoProposal can do for you

present-icon

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial
Events

Book live demo

Get personalised insight by discussing your specific needs with our experts.

Book a 1:1 demo