Ignition integration with Senta
How to Add newly-accepted proposals in Ignition to Senta
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add newly-accepted proposals in Ignition to Senta" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Senta integrations
Senta actions
Nekton can use any feature that is available in Senta API.
Using our advanced AI, you can easily create custom automations for Senta.
Here are some typical actions you can do in your automated workflows.
Accept Proposal
Accept a proposal sent to a prospect
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
Find a Client
Find a client by name
New Client Added
Triggers when a new client is added in Senta.
About Senta
Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.