Integrate GoProposal with

SENTA

Automatically trigger workflows and update contact details when a proposal is accepted with this deep, two-way integration (no need for Zapier)

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What is Senta?

Senta is practice management software that will help you operate better with…

  • CRM and workflow at the heart of Senta help you automate your practice.
  • The most friendly client portal yet gives you a closer relationship with your clients.
  • Documents and help you manage your compliance risk.
  • Email, texting and Q&A make sure you deliver great client service every time.

What are the benefits of the
GoProposal & Senta Integration?

SENTA INTEGRATION

Trigger onboarding processes for specific Proposal Types

Connect each Proposal Type in GoProposal to multiple onboarding processes in Senta. So when that Proposal Type is accepted, those processes are triggered.

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SENTA INTEGRATION

Automatically trigger workflows when a service is selected

Connect each Line Item in GoProposal to a workflow in Senta. If that Line Item is included in the proposal, when it’s accepted, the workflow is triggered.

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SENTA INTEGRATION

Pull contact details through from Senta or create new contacts

Pull existing contacts from Senta or create a new contacts via GoProposal. Our two-way integration keeps data accurate, removes any duplication or the need for Zapier.

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How Your Workflow Will Look With The Senta Integration

The GoProposal & Senta Integration isn’t about connecting two platforms, it’s about creating one seamless onboarding system for your firm with these deeply integrated, practice powerhouses.

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 Setup Your Senta Account

Sign-up for Senta, a cloud-based CRM, workflow, email automation & secure documents for accountants and bookkeepers.

Signup for Senta

#2 Connect Senta to GoProposal

Simple enter your Senta Access Key & Sub Domain and that’s it!

#3 Mirror Services with Tasks

Mirror the services you have in GoProposal with the tasks and jobs you have in Senta.

#4 Connect Proposal Types

Assign each proposal type to the relevant set of onboarding workflows from Senta.

#5 Connect Line Items

Assign each Line Item in GoProposal to a Task in Senta.

#5 You’re done. Produce a proposal.

And that’s it. Each time a proposal is accepted, the corresponding tasks will be triggered depending on the proposal type selected and the services picked.

"Time-saving is just the cherry on top

It’s making sure that everything which needs to happen for our clients, happens. Nothing falls through the net. ” Peter Watkins | Blue Penguin Accountants

Hear more stories from GoProposal members

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