How The Senta Integration Works
Senta helps you to fully systemise your onboarding process by triggering key workflows as soon as the Letter of Engagement is accepted by your client.
Key Features of The Senta Integration
👉 Pull existing clients from Senta when creating a proposal or add them to Senta
👉 Trigger relevant jobs in Senta once a proposal has been signed by your client
👉Automatic conversion of prospects to clients when proposals are accepted.
👉Trigger workflows in Senta when specific proposal templates are chosen.
Example: You might want to trigger your new client onboarding or HMRC authorisation jobs when new client proposals are accepted.
Setting Up The Senta Integration
Follow the steps in this article to set-up your Senta integration.
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