Using the "Create a New Note" action, you can add a note to existing clients in Senta using information pulled from almost any other app in Zapier.
If you haven’t already done so, make sure to turn on the Zapier integration in Senta - see Connecting Senta to Zapier.
For the purposes of this example we will update a client based on a Google Sheet, but any of the 2000+ apps in Zapier can in theory be used as a data source.
Below is an example of how to set up a spreadsheet to use to store client data to be used with this Zapier action:
1. In Zapier, click Make a Zap.
2. Name your Zap in the top left, in this case "When a prospect activity is updated, create a note in Senta".
3. Choose an App & Event to be the source of the data, in this case we’ll choose “Google Sheets”, “New or Updated Spreadsheet Row”
4. Now we choose the Google Account, the Spreadsheet, and the Worksheet, and in this example, we’re choosing only to trigger the action when the column “Latest activity” changes:
Click Continue to move to Test & Review
5. Click Test & Review - Zapier will connect to your Google Sheets account, and pull some example data from the spreadsheet, e.g:
6. Click Done editing to move to the next step:
7. Click the + icon to search for an App to connect to - Senta may appear in your recently-used apps, or you may need to search for “Senta”:
(Note that if you are part of our beta programme, it may show as “Senta 2.0.0 - Invite only” - this is normal.)
8. Choose Senta, then Choose Action Event “Create a New Note”.
9. When asked to “Choose Account”:
a. if you have previously set up Zapier with Senta, choose that account.
b. otherwise, click Add account, then follow the instructions in Connecting Senta to Zapier.
10. You are now at “Customize Create Note”, where you can customise which fields from the source data (in our case the Google Sheet) should be updated in which fields on Senta:
(Note that the particular set of fields will depend on the fields in Senta that you have chosen to enable with Zapier - see Connecting Senta to Zapier)
11. The first field, “Client Id” is a key here, i.e. it is used to identify to which client in Senta should these new values be applied. In our case we will choose the column “ProspectId”:
12. For each field, choose which value you would like to use - this can either be a “dynamic” field from the source data, or a fixed value that you choose when setting up the Zap.
In the case of the “Note” field, we would like this to be dynamic based on the incoming data, so we will choose the “Latest activity” field from the spreadsheet:
13. For the final field, “Note type”, we will choose the first option, simply Note:
The specific set of options here will depend on how you have customised the “Note type” lookup in your workspace.
14. Click Continue, and we are now ready to test our Zap:
Again, the fields will depend on your Senta workspace configuration.
15. Click Test & Review - after a few moments of chugging, you should see something similar to the following:
If we briefly jump over to our Senta workspace, we should see that the client record has a new note added by Zapier:
16. At this point, you’re good to go - click Done editing, and don’t forget to Turn your Zap on:
17. “Your Zap will run instantly each time a new spreadsheet row is updated or created”.
18. Now each time a deal value is added/updated in the Google sheet (or whichever data source you’re using), as soon as Zapier picks that up (can be instant for some Apps, can take a few minutes for Google Sheets) if will push it into Senta, and a new note will be added to the corresponding client!