INTEGRATIONS

The Benefits of the GoProposal & Senta Integration

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?

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

"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

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This is a GoProposal FIRST... In this video we share something with you that you NEVER get to see.