Circle + Senta

Add new Circle members as clients in Senta

Effortlessly manage your Circle community by automating the onboarding process with this workflow. When a new member joins your Circle, a new client will be created in Senta, streamlining your client-management tasks. Save time and ensure a seamless integration of new members into your community.

Effortlessly manage your Circle community by automating the onboarding process with this workflow. When a new member joins your Circle, a new client will be created in Senta, streamlining your client-management tasks. Save time and ensure a seamless integration of new members into your community.

  1. When this happens...
    CircleCircle
    New Member Added

    Triggers when a new member joins the community, or when a member is added by an admin with a password set.

    TriggerPolling
  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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About Circle

A modern community platform for creators.

Related categories

  • CRM (Customer Relationship Management)

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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