What tasks can be assigned to Senta? : Senta

You can save time and automate tasks by assigning parts of your workload to Senta, meaning you can focus more on the work that matters.

You can assign the following task types to Senta:

Emails
Text messages
Notifications
Kick off another job
Set a field value
Call a web url
Cancel jobs
Add note

To learn more about different task types in Senta, click here.

Email task

This task type allows you to create a pre-filled email ready to be sent, complete with any attachments you might want to send. You can use placeholders to auto-fill any information that is held in a field elsewhere in Senta.

If you assign an email task to Senta, the email will be created as soon as the task becomes ready. To learn more about task statuses, see our guide here.

If your practice outbox is turned on, this email will be sent to your practice outbox for you to send out manually. If your practice outbox is not turned on, this email will send to your client as soon as it is created.

Please note, Senta recalculates task statuses around 3am every night. If your practice outbox is turned off, any email tasks assigned to Senta will be created and sent out to clients around this time.

For more information on assigning email tasks to Senta, click here.

Text message task

With this task type you can send SMS messages to clients who have a mobile phone number saved in Senta. This task can be assigned to users, or assigned to Senta for automatic messaging. To learn more about enabling SMS messaging in Senta, please see this article.

If you assign a text message task to Senta, the text message will be sent as soon as the task becomes ready. To learn more about task statuses, see our guide here.

Please note, Senta recalculates task statuses around 3am every night. Any text message tasks assigned to Senta will be created and sent out to clients around this time.

Notification task

This task type will send an automatic notification to anyone in the practice, and they will receive a note on their notification globe, on the navigation bar.

As soon as the notification task becomes ready, Senta will send the notification. To learn more about task statuses, see our guide here.

Kick off another job task

This is a really useful task which starts another job. Some examples of how to use this task:

Kick off a new job at the end of your current job
Use a filter, so that a VAT return job starts for VAT registered clients once they have filled in a form
Have clients only kick off a job when they are ready

As soon as the task becomes ready, Senta will then kick off the job based on what date you have chosen when setting up the task. To learn more about task statuses, see our guide here.

Set a field value task

This task type allows Senta to quickly change a pre-determined field value on a client record. For example, you could use this task type to set a company's State field from 'Prospect' to 'Client' once they confirm they will be going ahead with you.

As soon as the task becomes ready, Senta will then change the value of the field. To learn more about task statuses, see our guide here.

Call a web url task

This task type is used to send and receive data to and from external sites, using an API. Choose between GET and POST methods, and enter the API URL for the site you wish to access. Write the API in the 'body' box.

As soon as the task becomes ready, Senta will call the web url. To learn more about task statuses, see our guide here.

Cancel jobs task

The cancel jobs task allows Senta to cancel one or more active or scheduled jobs for a client. This can be useful as a time saving step, for example if you were to create a "New client" job, you could set a task to be "Cancel any prospect conversion jobs".