Integrate GoProposal with Senta practice management software

Connect your GoProposal account with Senta to elevate your accountancy or bookkeeping practice. With an easy-to-configure CRM designed for scalability, build a distinctive practice focused on exceptional service.

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Goproposal and senta
Senta Integration

Automate your task creation with ease

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

Senta Payroll service

Trigger workflows to streamline your process

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

Quickly access your contacts across platforms

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 GoProposal & Senta

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’

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Resources Centre

Transformative education and training for your accounting business.

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How to tailor a letter of engagement template for different clients

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Why is an engagement letter for accountants so important?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]
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5 Engagement Letter Mistakes Accounting Businesses Make

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When should you reissue an accounting engagement letter?

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Why every accounting consultant needs a proposal template

The proposal is your prime opportunity to articulate value, demonstrate expertise, and secure new clients for your consulting services as […]
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Customising your 5-year business plan template to maximise impact

A generic five-year business plan simply won’t cut it for today’s accounting and advisory firms seeking real impact. It lacks […]
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The 10-step client onboarding checklist every accountant needs

Client onboarding goes beyond just handling paperwork—it’s a crucial opportunity to establish a clear, professional framework for your relationship with […]
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How to tailor a letter of engagement template for different clients

A Letter of Engagement (LoE) sets the foundation for a successful client relationship by outlining the scope of work, fees, […]
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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 […]
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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 […]

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