GoProposal + Senta

GoProposal + Senta integrations

Create new Senta clients from won GoProposal proposals

Effortlessly manage your client onboarding process with this GoProposal and Senta integration. Whenever you win a proposal in GoProposal, this workflow will create a new client in Senta, streamlining your process and saving you time. Enjoy a seamless transition from proposal to client management, allowing you to focus more on delivering quality service to your new clients.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
automatically do this!
Create a New ClientCreate a new client in Senta
ActionWrite

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More things you can do with GoProposal and Senta

Discover other triggers and actions you can use with GoProposal and Senta

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
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Job Completed
Triggers when a job is completed in Senta.
Trigger
Instant
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Job Becomes Overdue
Triggers when a job becomes overdue in Senta.
Trigger
Instant
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Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
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Time Record Updated
Triggers when a time record is updated in Senta.
Trigger
Instant
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Create a New Client
Create a new client in Senta
Action
Write
- Client Id
  Required
Action
Write
- Keywords
  Required
Action
Search or write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
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New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
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Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
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Job Created
Triggers when a job is created in Senta.
Trigger
Instant
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Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
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Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
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- ClientName
  Required
- ProposalId
  Required
- ContactName
  Required
- ContactEmail
  Required
- ServiceName
- ServicePrice
- ProposalValue
- ProposalTags
- ProposalName
Action
Write
- Client Id
  Required
- Note
  Required
Action
Write
- Keywords
  Required
Action
Search

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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Related categories

Proposal & Invoice Management

About Senta

Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

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Related categories

Accounting