Automatically trigger workflows and update contact details when a proposal is accepted with this deep, two-way integration (no need for Zapier)
Senta is practice management software that will help you operate better with…
Connect each Proposal Type in GoProposal to multiple onboarding processes in Senta. So when that Proposal Type is accepted, those processes are triggered.
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.
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.
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.
Getting started with GoProposal and Senta is simple and connecting the two platforms is fast because of our innate integration
Sign-up for Senta, a cloud-based CRM, workflow, email automation & secure documents for accountants and bookkeepers.
Signup for SentaSimple enter your Senta Access Key & Sub Domain and that’s it!
Mirror the services you have in GoProposal with the tasks and jobs you have in Senta.
Assign each proposal type to the relevant set of onboarding workflows from Senta.
Assign each Line Item in GoProposal to a Task in Senta.
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.
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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