Jotform + Senta

Create new Senta clients from new Jotform submissions

Effortlessly manage your client information with this efficient workflow. With every new response in Jotform, client details are instantly set up in Senta, ensuring always up-to-date records. This process streamlines your client data management, allowing for a smoother operation and empowering you to focus on delivering exceptional services.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a New Client
Create a new client in Senta
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
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

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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
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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

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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

Jotform + Senta

Create new Senta clients from new Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

New Client Added

Job Cancelled

Job Created

Job Becomes Ready

Time Record Created

Accept Proposal

Create a New Note

Find a Client

New Signed Document

Assign Prefilled Form

API Request (Beta)

Client Updated in Senta

Job Completed

Job Becomes Overdue

Job Updated

Time Record Updated

Create a New Client

Update a Client

Find a Client

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

About Senta

Related categories