Circle + Senta
Add new Circle members as clients in Senta
Effortlessly manage your Circle community by automating the onboarding process with this workflow. When a new member joins your Circle, a new client will be created in Senta, streamlining your client-management tasks. Save time and ensure a seamless integration of new members into your community.
Effortlessly manage your Circle community by automating the onboarding process with this workflow. When a new member joins your Circle, a new client will be created in Senta, streamlining your client-management tasks. Save time and ensure a seamless integration of new members into your community.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create a New Client
Create a new client in Senta
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- 14 day trial for premium features & apps
About Circle
A modern community platform for creators.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Senta
Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.