Accept proposals in Senta when services are accepted by clients in Practice Ignition
Practice Ignition + Senta
Senta Integrations
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The following Senta Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
InstantNew Client Added
Triggers when a new client is added in Senta.
InstantJob Cancelled
Triggers when a job is cancelled in Senta.
InstantJob Created
Triggers when a job is created in Senta.
InstantJob Becomes Ready
Triggers when a job becomes ready in Senta.
InstantClient Updated in Senta
Triggers when a client is updated in Senta.
InstantJob Completed
Triggers when a job is completed in Senta.
InstantJob Becomes Overdue
Triggers when a job becomes overdue in Senta.
InstantJob Updated
Triggers when a job is updated in Senta.
Actions
Create a New Client
Create a new client in Senta
Create a New Note
Create a new note for a client in Senta
Accept Proposal
Accept a proposal sent to a prospect
Update a Client
Update a client in Senta
Searches
Find a Client
Find a client by name
Find a Client
Find a client by name