GoProposal + Senta

Create new Senta clients from won GoProposal proposals

Effortlessly manage your client onboarding process with this GoProposal and Senta integration. Whenever you win a proposal in GoProposal, this workflow will create a new client in Senta, streamlining your process and saving you time. Enjoy a seamless transition from proposal to client management, allowing you to focus more on delivering quality service to your new clients.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
Create a New Client
Create a new client in Senta
ActionWrite

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Supported triggers and actions

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
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
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Create a New Client
Create a new client in Senta
Action
Write
- Client IdRequired
Action
Write
- KeywordsRequired
Action
Search or write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
Try It
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
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 GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

Proposal & Invoice Management

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

GoProposal + Senta

Create new Senta clients from won GoProposal proposals

Supported triggers and actions

Draft Proposal Created

Proposal Won

Client Updated in Senta

Job Completed

Job Becomes Overdue

Job Updated

Time Record Updated

Create a New Client

Update a Client

Find a Client

Proposal Created

New Client Added

Job Cancelled

Job Created

Job Becomes Ready

Time Record Created

Accept Proposal

Create a New Note

Find a Client

About GoProposal

Related categories

About Senta

Related categories