Senta + Teamleader Focus

Create new Senta clients from new Teamleader Focus companies

Automate your client onboarding process by instantly creating new clients in Senta when a new company is added to Teamleader Focus. This seamless workflow ensures that your client management remains efficient and up-to-date, without any manual data entry or transfer. Stay organized and save valuable time, allowing you to focus on growing your business relationships.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create a New Client
Create a new client in Senta
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
Try It

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
Try It
Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
Try It
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 IdRequired
Action
Write
- KeywordsRequired
Action
Search or write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
Try It
Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
Try It
Job Created
Triggers when a job is created in Senta.
Trigger
Instant
Try It
Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
Try It
Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
Try It
- Client NameRequired
- Proposal IdRequired
- Contact NameRequired
- Contact EmailRequired
- Service Name
- Service Price
- Proposal Value
- Proposal Tags
- Proposal Name
Action
Write
- Client IdRequired
- NoteRequired
Action
Write
- KeywordsRequired
Action
Search

About Senta

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

Senta + Teamleader Focus

Create new Senta clients from new Teamleader Focus companies

Supported triggers and actions

New Deal

New Contact

Deal Accepted

Create Contact

Link Contact to Company

Find Contact

Client Updated in Senta

Job Completed

Job Becomes Overdue

Job Updated

Time Record Updated

Create a New Client

Update a Client

Find a Client

New Company

Invoice Paid

Create Company

Create Deal

Find Company

New Client Added

Job Cancelled

Job Created

Job Becomes Ready

Time Record Created

Accept Proposal

Create a New Note

Find a Client

About Senta