Boost Productivity with Senta Integration

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

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

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

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

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’.

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.

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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