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Senta

Whether you're a numbers person or not, finding ways to manage your bookkeeping easily is a must. Fortunately, Senta takes that sentiment to heart.

How this app makes accounting easy 

Senta: App spotlight

Finds the corresponding prospect in Senta (or creates a brand new one if not found), converts it to a client, and selects the appropriate services.

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Ignition

Proposal Accepted

Triggers when a proposal is archived. Does not work with Classic proposals.

Proposal Archived

Triggers when a proposal is completed. Does not work with Classic proposals.

Proposal Completed

Triggers when a proposal is marked as lost. Does not work with Classic proposals.

Proposal Marked as Lost

Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.

Proposal Moved to Awaiting Acceptance

Triggers when a proposal is revoked. Does not work with Classic proposals.

Proposal Revoked

Triggers when a proposal is moved to draft state. Does not work with Classic proposals.

Proposal Saved as Draft

Triggers when a proposal's state changes. Only works with Classic proposals

Classic Proposal State Changed

Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

Service Accepted by Client

Create Client

Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

Triggers when a new client is added in Senta.

New Client Added

Triggers when a client is updated in Senta.

Client Updated in Senta

Triggers when a job is cancelled in Senta.

Job Cancelled

Triggers when a job is completed in Senta.

Job Completed

Job Created

Triggers when a job becomes overdue in Senta.

Job Becomes Overdue

Triggers when a job becomes ready in Senta.

Job Becomes Ready

Job Updated

Triggers when a time record is created in Senta.

Time Record Created

Triggers when a time record is updated in Senta.

Time Record Updated

Find a Client

Accept Proposal

Create a New Client

Create a New Note

Update a Client

Accept proposals in Senta when services are accepted by clients in Ignition

Skip the tedious hassle of entering new client or prospect information, using this Zap. Once it's active, it automatically creates a client record in Senta from a new Google Forms submission.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

Triggers when a new form response is received.

New Form Response

Triggers when a form response is added or modified.

New or Updated Form Response

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Senta clients from new Google Forms submissions

Avoid discrepancies between client lists and keep your Mailchimp database effortlessly up to date using this Zap. Every time a new client is added to your Senta site, this integration will automatically create a new subscriber or update an existing subscriber in Mailchimp.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Mailchimp

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

New Order

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Customer

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Create Campaign

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Add/Update Subscriber

Unsubscribe or delete a contact by email address within an audience.

Unsubscribe or Delete Contact action

Removes a subscriber by email address from a tag within an audience.

Remove Subscriber from Tag

Sends a campaign to all subscribers in an audience, segment, or tag.

Send Campaign

Adds a new note to an existing subscriber.

Add Note to Subscriber

Add an email address to a tag within an audience. Note: the email address **must already be subscribed to the audience**, or this will fail.

Add Subscriber to Tag

Update Mailchimp subscribers with new Senta clients

Set up this integration to effortlessly notify your team in Slack when jobs complete in Senta. Once a job is marked as complete within Senta, a custom message will be sent to your chosen Slack channel, automatically.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Senta: App spotlight

How this app makes accounting easy

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