Senta Integrations

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Ignition

Proposal & Invoice Management

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Developer Tools, Zapier

Mailchimp

Email Newsletters

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Cognito Forms

Forms & Surveys

Microsoft Outlook

Email, Microsoft

GoProposal

Proposal & Invoice Management

HubSpot

Marketing Automation

Ignition

Proposal & Invoice Management

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Developer Tools, Zapier

Mailchimp

Email Newsletters

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Cognito Forms

Forms & Surveys

Ignition

Proposal & Invoice Management

Filter by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

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Popular ways to use Senta workflows

Accept proposals in Senta when services are accepted by clients in Ignition
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Ignition + Senta
More details
When this happens
Step 1: Service Accepted by Client
Then do this
Step 2: Accept Proposal
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Accept proposals in Senta when services are accepted by clients in Ignition
Accept proposals in Senta when services are accepted by clients in Ignition
Ignition + Senta
Add newly-accepted proposals in Ignition to Senta
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Ignition + Senta
More details
When this happens
Step 1: Proposal Accepted
Then do this
Step 2: Accept Proposal
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Add newly-accepted proposals in Ignition to Senta
Add newly-accepted proposals in Ignition to Senta
Ignition + Senta
Create Senta clients from new Google Forms submissions
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Google Forms + Senta
More details
When this happens
Step 1: New Form Response
Then do this
Step 2: Create a New Client
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Create Senta clients from new Google Forms submissions
Create Senta clients from new Google Forms submissions
Google Forms + Senta
Update Mailchimp subscribers with new Senta clients
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Senta + Mailchimp
More details
When this happens
Step 1: New Client Added
Then do this
Step 2: Add/Update Subscriber
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Update Mailchimp subscribers with new Senta clients
Update Mailchimp subscribers with new Senta clients
Senta + Mailchimp
Post Slack messages when Senta jobs complete
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Senta + Slack
More details
When this happens
Step 1: Job Completed
Then do this
Step 2: Send Channel Message
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Post Slack messages when Senta jobs complete
Post Slack messages when Senta jobs complete
Senta + Slack
Notify Microsoft Teams for new Senta client updates
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Senta + Microsoft Teams
More details
When this happens
Step 1: Client Updated in Senta
Then do this
Step 2: Send Channel Message
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Notify Microsoft Teams for new Senta client updates
Notify Microsoft Teams for new Senta client updates
Senta + Microsoft Teams
Send emails via Gmail for new updates to Senta clients
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Senta + Gmail
More details
When this happens
Step 1: Client Updated in Senta
Then do this
Step 2: Send Email
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Send emails via Gmail for new updates to Senta clients
Send emails via Gmail for new updates to Senta clients
Senta + Gmail
Send emails via Gmail when new updates to Senta clients
Try it
Senta + Gmail
More details
When this happens
Step 1: Client Updated in Senta
Then do this
Step 2: Send Email
See Zap details Try it
Send emails via Gmail when new updates to Senta clients
Send emails via Gmail when new updates to Senta clients
Senta + Gmail

Supported triggers and actions

What does this mean?

New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
Job Completed
Triggers when a job is completed in Senta.
Trigger
Instant
Job Created
Triggers when a job is created in Senta.
Trigger
Instant

Job Becomes Overdue
Triggers when a job becomes overdue in Senta.
Trigger
Instant
Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant

Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant

Senta
Triggers when a time record is created in Senta.
Instant
Trigger
Senta
Triggers when a time record is updated in Senta.
Instant
Trigger
Senta
Accept a proposal sent to a prospect
Scheduled
Action
Senta
Create a new client in Senta
Scheduled
Action
Senta
Create a new note for a client in Senta
Scheduled
Action
Senta
Update a client in Senta
Scheduled
Action
Senta
Find a client by name
Scheduled
Action
Senta
Find a client by name
Scheduled
Action

About Senta

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

Related categories

Accounting

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Popular Senta Integrations