Gravity Forms + Senta

Gravity Forms + Senta integrations

Create new Senta clients from Gravity Forms submissions

Effortlessly streamline your client onboarding process with this powerful workflow. Upon receiving a form submission in Gravity Forms, a new client will be created in Senta - seamlessly keeping your client information up-to-date and organized. Save time, reduce manual entry, and improve data accuracy by connecting these two essential apps.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create a New ClientCreate a new client in Senta
ActionWrite

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More things you can do with Gravity Forms and Senta

Discover other triggers and actions you can use with Gravity Forms and Senta

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
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

- Form
  Required
Action
Write
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 Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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About Senta

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

Learn moreLearn moreHelpHelp

Related categories

Accounting