Integrate GoProposal with Senta

Automatically trigger off your workflows in Senta when proposal is accepted.

How the Senta Integration Works

Begin every client relationship painlessly by creating and sending proposals and getting the work underway, right in your very first meeting.

CONNECT THE APPS

With two clicks the apps are connected to provide a seamless experience.

SYNCHRONISE CONTACTS

GoProposal will automatically pull your Senta contacts into your GoProposal app. If they don’t already exist in Senta, the GoProposal will create them for you.

CONNECT LINE ITEMS TO WORKFLOWS

You can easily assign each line item in GoProposal to a workflow. So when a proposal is accepted, your workflows are automatically triggered in Senta.

ASSIGN BUNDLE OF WORKFLOWS

Assign a bundle of workflows for different proposal types to be triggered once the proposal is accepted.

What is Senta?

Senta is cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers

  • Repeatable workflows for client take-on and ongoing work.
  • Easily customise your client and contact records, with extra fields, lookups or any other data.
  • Keep all client data, including job and task notes & documents in one place.
  • Don’t rely on unsecure email: securely transfer documents between client & practice.

Find out more or try Senta for free.

Start providing your clients with a world-class experience

GoProposal will help you to create a world-class experience for your clients and your team, helping you to deliver wow with every interaction.