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.

For 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.

Looking To Further Streamline Your Onboarding?

Cashflow

Our integration with GoCardless lets you automatically collect direct debit details and setup payments upon acceptance of a proposal.

Invoice Management

Integrate with Xero or Quickbooks so that you can trigger invoices when your client has signed their engagement letter.

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