Senta + TimelinesAI

Create Senta clients from new chats in TimelinesAI

Automatically add a client to Senta when a new chat is received in TimelinesAI. This template is great for streamlining lead capture and reducing manual data entry.

When this happens...
New Incoming Chat
Triggers when a new incoming chat is created.
TriggerInstant
automatically do this!
Create a New Client
Create a new client in Senta
ActionWrite

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Supported triggers and actions

Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
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New Sent Message
Triggers when a new message is sent.
Trigger
Instant
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New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
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- Chat Id
Action
Write

- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write

- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search
New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
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Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
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Job Created
Triggers when a job is created in Senta.
Trigger
Instant
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Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
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Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
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- 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

New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
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Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
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- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached file
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search
Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
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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
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Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
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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

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

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn more