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GoProposal + Senta

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.

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.

  1. When this happens...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    SentaSenta
    Create a New Client

    Create a new client in Senta

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search

    Proposal Won

    Triggers when a proposal is won.

    Trigger
    Instant
    Try It
  • Senta triggers, actions, and search

    Client Updated in Senta

    Triggers when a client is updated in Senta.

    Trigger
    Instant
    Try It
  • Senta triggers, actions, and search

    Job Completed

    Triggers when a job is completed in Senta.

    Trigger
    Instant
    Try It
goproposal logo
goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
senta logo
senta logo

About Senta

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

Related categories