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.

👉 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.

Follow the steps in this article to set-up your Senta integration.

If you have any questions, please reach out to us in the chat box below! 😃
​