Zapier allows you to easily connect two web apps, so you can integrate any two pieces of software together.
If you would like to test out the Zapier integration, please contact the support team at firstname.lastname@example.org so we can send you a link for the beta test Senta app in Zapier.
This zap uses the Senta action "accept proposal" which ties in with a proposal being accepted via Practice Ignition. This zap will kick off any selected services in Senta for a new or existing client. If the proposal in Practice Ignition is being sent to a new client, this new client will automatically be created in Senta.
Text version of this tutorial:
Turning on the integration in Senta
To turn on the Practice Ignition integration, go to Settings > General settings > Extras and toggle on the integration.
Once you do this, a new Practice Ignition tab will be added to the "General settings" page, and all services will have a new "PracticeIgnition service names" text box. This is what will be used to match up any services in Senta with any services in Practice Ignition.
For more information about matching service names between Senta and Practice Ignition, please get in touch with the support team at email@example.com.
Creating a zap in Zapier
Please note that there is now a zap template available to connect Senta to Practice Ignition, which is pre-configured as shown in the screenshots below.
Select Practice Ignition as the trigger app.
Select "Service Accepted by Client".
Connect your Practice Ignition account to Zapier.
Zapier will then pull through some sample proposal data from Practice Ignition
Select Senta as the action app.
Select "Accept Proposal".
Connect your Senta account to Zapier.
Select which fields from Practice Ignition will update fields in Senta.
From here you can send a test acceptance, or "skip test". Test data may reference services you don't have in Senta, which will therefore be automatically created.
Once you have finished and tested the zap, you can name it and turn it on.