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