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.
Looking To Further Streamline Your Onboarding?
Our integration with GoCardless lets you automatically collect direct debit details and setup payments upon acceptance of a proposal.
Need help? Contact SupportGoProposal@sage.com