Integrate Senta with Retently
Trigger NPS/CSAT surveys after key client interactions such as project completion or document submission, sync client contact details and engagement history, and use feedback scores to enhance client service strategies.
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About Senta
Senta is a cloud practice management software designed for accountants and bookkeepers, providing tools for workflow management, email automation, and secure document handling.
Senta to Retently
New Client Added
Triggers when a new client is added in Senta.Job Cancelled
Triggers when a job is cancelled in Senta.Job Created
Triggers when a job is created in Senta.Job Becomes Ready
Triggers when a job becomes ready in Senta.Time Record Created
Triggers when a time record is created in Senta.Client Updated in Senta
Triggers when a client is updated in Senta.Job Completed
Triggers when a job is completed in Senta.Job Becomes Overdue
Triggers when a job becomes overdue in Senta.Job Updated
Triggers when a job is updated in Senta.Time Record Updated
Triggers when a time record is updated in Senta.
Retently to Senta
Accept Proposal
Accepts a proposal sent to a prospect.Create a New Note
Creates a new note for a client in Senta.Find a Client
Finds a client by name.Create a New Client
Creates a new client in Senta.Update a Client
Updates a client in Senta.Find a Client
Finds a client by name.Related blog posts
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