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Senta + Streak

Create new Senta clients from updated Streak contacts

Effortlessly maintain updated client information between Streak and Senta with this seamless workflow. When a contact is updated in Streak, this process instantly creates a new client in the Senta app using the revised details. Save valuable time and ensure your client data stays accurate and current without the need for manual intervention.

Effortlessly maintain updated client information between Streak and Senta with this seamless workflow. When a contact is updated in Streak, this process instantly creates a new client in the Senta app using the revised details. Save valuable time and ensure your client data stays accurate and current without the need for manual intervention.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    SentaSenta
    Create a New Client

    Create a new client in Senta

    ActionWrite
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Supported triggers and actions

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    • PipelineRequired

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    Instant
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    • Stage

    • Field

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    • PipelineRequired

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    • PipelineRequired

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    • Stage

    • PipelineRequired

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    • PipelineRequired

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    • Team KeyRequired

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    • TeamRequired

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    Instant
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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 more

Related categories

  • Accounting
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