The Senta integration helps you systemise your onboarding process by triggering workflows when a client accepts their engagement letter. This ensures a smooth transition from proposal to delivery.
Key features of the Senta integration
Pull existing clients from Senta when creating a proposal or add new clients to Senta
Trigger relevant jobs in Senta once a proposal is signed
Automatically convert prospects to clients when proposals are accepted
Trigger specific workflows in Senta based on the proposal template selected
Example: You can trigger onboarding or HMRC authorisation jobs when a new client accepts a proposal.
Setting up the Senta integration
Go to Configure and select Integrations.
Select Senta and click Connect.
Enter your Senta API key and authorise the connection.
Map your proposal templates to the relevant Senta workflows.
Save your settings.
📌 TIP: Test the integration by sending a proposal and confirming the correct workflow triggers in Senta.
See also
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