Integrate GoProposal with


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

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?


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.

Watch demo


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.

Book a demo


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.

Start My 30-Day Free Trial

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

"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


Take the guesswork out of pricing & control your profitability

Start My 30-Day Free Trial

Checkout These Useful Blog Articles


How to Effectively Manage your Accounting Practice

In the 3rd of this 3-part series, Jonathan Gaunt explains how he's freed his time for big ideas by creating a self-driving firm.

How to Market Your Accounting Business Successfully

In the 2nd of this 3-part blog series, learn the Marketing psychology and strategy that will set your accounting businesses up for success.

What Successful Accounting Businesses Do Differently

In the first of this 3-part blog series, learn the Mindset that sets all successful accounting businesses apart from the rest.