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involve.me + Senta

Create new Senta clients from completed involve.me submissions

Effortlessly manage new clients from your involve.me submissions with this workflow. Whenever a new submission is marked as completed in involve.me, this automation will create a new client in your Senta app, saving you time and enabling you to focus on building relationships with your clients. Keep your client base organized and up-to-date with this seamless integration.

Effortlessly manage new clients from your involve.me submissions with this workflow. Whenever a new submission is marked as completed in involve.me, this automation will create a new client in your Senta app, saving you time and enabling you to focus on building relationships with your clients. Keep your client base organized and up-to-date with this seamless integration.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  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?

    • involve.me ProjectRequired

    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
  • Senta triggers, actions, and search

    Job Becomes Overdue

    Triggers when a job becomes overdue in Senta.

    Trigger
    Instant
    Try It
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About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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