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.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create a New ClientCreate a new client in Senta
ActionWrite

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More things you can do with involve.me and Senta

Discover other triggers and actions you can use with involve.me and Senta

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  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
Try It
Create a New Client
Create a new client in Senta
Action
Write
- Client Id
  Required
Action
Write
- Keywords
  Required
Action
Search or write

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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Related categories

Forms & Surveys

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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