Senta and Salesflare
How to connect Senta
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Client Added in Senta, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in Senta, find or create account, then find or create contact, then add contact to account in Salesflare.
About Senta
Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
Senta operations on Zapier
Triggers (10)
Start a workflow when this happens
- Client Updated in Senta — Triggers when a client is updated in Senta.
- Job Becomes Overdue — Triggers when a job becomes overdue in Senta.
- Job Becomes Ready — Triggers when a job becomes ready in Senta.
- Job Cancelled — Triggers when a job is cancelled in Senta.
- Job Completed — Triggers when a job is completed in Senta.
Show 5 more triggers
- Job Created — Triggers when a job is created in Senta.
- Job Updated — Triggers when a job is updated in Senta.
- New Client Added — Triggers when a new client is added in Senta.
- Time Record Created — Triggers when a time record is created in Senta.
- Time Record Updated — Triggers when a time record is updated in Senta.
Actions (5)
Things Salesflare can make it do
- Accept Proposal — Accept a proposal sent to a prospect
- Create a New Client — Create a new client in Senta
- Create a New Note — Create a new note for a client in Senta
- Find a Client — Find a client by name
- Update a Client — Update a client in Senta
Searches (1)
Look up existing records
- Find a Client — Find a client by name
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