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Connect Senta to FYI and automate any workflow

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FYIFYI
2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Senta

A trigger is an event that starts your Zap and runs the workflow. For example, with Senta, a trigger could be "New Client Added."
A trigger is the event that kicks off your automated workflow.

Setup an action from FYI

An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Senta to FYI

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Triggers and actions are the main components of every automated workflow.

Connect Senta and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Senta and FYI to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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 Becomes Overdue

    Triggers when a job becomes overdue in Senta.

    Trigger
    Instant
    Try It
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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.
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Related categories
  • Accounting
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About FYI
FYI is a document management service for professionals
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