Senta helps you to fully systemise your onboarding process by triggering key workflows as soon as the Letter of Engagement is accepted by your client.
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By Linking up your work templates from Senta to your Line Items and Templates within OverSuite, this will allow you to manage workflows, communicate with teams and deliver exceptional client work.

This means that when an Engagement Letter is accepted, the relevant work templates can be triggered from the line items that have been included in the Engagement Letter.
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You can also pull contacts from Senta, when creating an Engagement Letter, as well as creating new contacts in Senta too.
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Before you set up the integration, you'll want to make sure you have set up your work templates in Senta and then the associated line items (services) in OverSuite.

STEP 1: Head to Settings > Integrations > Senta.
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STEP 2: Obtain your Senta Access Key.

To get your access key open another browser and login to Senta.
Go to Settings > Users > Add Integration. You'll be prompted to name the integration (e.g. OverSuite). Click 'Generate API key' and copy this key.

Getting the subdomain name
Your Senta subdomain is the URL of your Senta workspace without the “https://” or the “.senta.co."

STEP 3: Paste your Access Key and Subdomain Name into OverSuite.

Once you have obtained both the Access Key and Subdomain Name from Senta, head back to your OverSuite app and paste them in to the correct fields.

Be sure to click 'Save settings' to establish the connection.
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STEP 4: Assigning your line items in OverSuite to jobs in Senta.
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Head to Configure > Line items.
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For every service which has a matching work template in Senta, select 'edit line'.

From the integrations tab, you will see the option to assign the line item to a Senta work template.

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STEP 5: Triggering workflows for specific templates.

You can also trigger work templates in Senta where specific templates have been used to create an Engagement Letter.

For example, for a 'new client template' you may choose to trigger your client onboarding workflow if this is setup in Senta.

To do this, head to Configure > Templates & E-mails and click the 'edit' button on a template.

From the Senta tab, type in the workflows you'd like to be triggered when an Engagement Letter of this type is accepted.
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​What dates will be pulled through?
The dates entered within the Create Letter of Engagement page will be pulled through to Senta.

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If you have any questions, please reach out to us! 😃