The powerful all-in-one phone system for business. The integration allows you to sync your Senta contacts into CircleLoop as well as log your CircleLoop calls and SMS in Senta.About CircleLoop
Our Companies House integration is automatically enabled for every UK practice and can be turned on by Irish practices that deal with UK/Northern Irish clients. Company info – such as registered address and SIC codes – can be uploaded as a client or prospect. In addition, filing dates can be added and then used to trigger jobs in Senta such as Accounts Production or Confirmation. Also, every director is added as a contact on the record in Senta, with name, date of birth, residential address.Companies House info
Small business accounting software that manages invoicing, expenses, VAT, automatic tax forecasts and more. For each client connected via the FreeAgent integration, Senta will display a “FreeAgent” tab, which pulls through P&L, balance sheet, quick ratios, bank accounts and timeline information.About FreeAgent
The powerful pricing and onboarding software to automate proposals, renewals and engagement letters. The integration simply links items from your proposal to services in Senta, meaning you only have to input the client information once, at the proposal stage.How it works
Melu is a managed live chat service that provides live chat software for your website. If relevant prospect details are captured during one of the live chats, the details are synched with your Senta portal. The integration raises the client query as a lead, which is then emailed to you and added to your Senta CRM. It’s an easy, cost effective way to manage and automate your new business development.How it works
The PR protects the UK’s workplace pensions and ensures employers, trustees, pension specialists and business advisers can fulfil their duties to scheme members. The Senta integration uses the PAYE reference code for an employer, looks this up via the TPR API, and then sets the “staging date” field on the client record in Senta. This can then be used to trigger jobs.About The Pensions Regulator
Practice Ignition is proposal management and client billing software which allows you to create and automate proposals, contracts and engagement letters. We currently link with Practice Ignition through Zapier. When a proposal is accepted in Practice Ignition, this triggers the conversion of a prospect to a client in Senta and turns on various services.How it works
A Senta neighbour in Bristol, PracticeWeb designs and builds beautiful websites for accountants. Once a prospect finds an accountant’s website and provides their data, Senta sends the information directly from the firm’s website into the practice management software, immediately triggering the practice’s onboarding process and automated workflow.How it works
QuickBooks is cloud-based accounting software for small businesses and self-employed individuals. Senta integrates with QuickBooks at a practice and client level. Where a practice uses QuickBooks to manage their own bookkeeping, they can connect Senta to their own account. Once connected, they can then add clients directly from QuickBooks and also link existing Senta clients with existing QuickBooks clients.
Where a practice has access to their clients’ individual QuickBooks accounts, they can connect a client record in Senta to that corresponding QuickBooks account. Once connected, they can then see a “QuickBooks” tab in Senta, which pulls through P&L, balance sheets, and trial balances.About QuickBooks
Xero is a world-leading online accounting software built specifically for small business. Connect Senta and Xero together to simplify your practice workflow and put clients’ financial data right onto their records in Senta. You can copy client details and see the latest reports from your clients’ books.How it works
Zapier connects your favourite apps you use everyday to automate your work and be more productive. Users of Zapier do not need to know how to code but instead can create their own zaps by connecting two or more Zapier-enabled “apps” together.About Zapier
Do you have an app that makes your working day easier? A piece of tech you simply can’t live without? If it’s not on our list of integration, let us know and we’ll see if we can set one up.