← Senta

Create Client with Senta API

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Create Client with the Senta API
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Getting Started

Create a workflow to Create Client with the Senta API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Client action
    1. Connect your Senta account
    2. Configure Title
    3. Optional- Select a State
    4. Optional- Select a Type
    5. Optional- Select a Business Area
    6. Optional- Configure Contact Email
    7. Optional- Configure Telephone
    8. Optional- Configure Website
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Client with Senta API on New Requests (Payload Only) from HTTP / Webhook API
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Create Client with Senta API on New Submission from Typeform API
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Create Client with Senta API on New Submission (Instant) from Jotform API
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Create Client with Senta API on New Scheduled Tasks from Pipedream API
Pipedream + Senta
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Client on Senta
Description:Creates a new client. [See the documentation](https://app.swaggerhub.com/apis-docs/senta/Senta/1.6#/Client/post_api_clients)
Version:0.0.1
Key:senta-create-client

Code

import senta from "../../senta.app.mjs";

export default {
  key: "senta-create-client",
  name: "Create Client",
  description: "Creates a new client. [See the documentation](https://app.swaggerhub.com/apis-docs/senta/Senta/1.6#/Client/post_api_clients)",
  version: "0.0.1",
  type: "action",
  props: {
    senta,
    title: {
      propDefinition: [
        senta,
        "title",
      ],
    },
    clientState: {
      propDefinition: [
        senta,
        "clientState",
      ],
    },
    clientType: {
      propDefinition: [
        senta,
        "clientType",
      ],
    },
    businessArea: {
      propDefinition: [
        senta,
        "businessArea",
      ],
    },
    email: {
      propDefinition: [
        senta,
        "email",
      ],
    },
    telephone: {
      propDefinition: [
        senta,
        "telephone",
      ],
    },
    website: {
      propDefinition: [
        senta,
        "website",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      clientstate: this.clientState,
      clienttype: this.clientType,
      businessarea: this.businessArea,
      contacts: this.email
        ? [
          {
            email: this.email,
          },
        ]
        : [],
      telephone: this.telephone,
      web: this.website,
    };

    const response = await this.senta.createClient({
      data,
      $,
    });

    if (response.doc._id) {
      $.export("$summary", `Successfully created client with ID ${response.doc._id}.`);
    }

    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SentasentaappThis component uses the Senta app.
Titletitlestring

Name of the client

StateclientStatestringSelect a value from the drop down menu:ProspectClientFormer client
TypeclientTypestringSelect a value from the drop down menu:IndividualSole traderPartnershipLLPLimited companyTrustUnincorporated AssociationOther
Business AreabusinessAreastringSelect a value from the drop down menu:AccommondationAdministrative servicesArts & creativeBuilding & civil engineeringCharityEngineeringEntertainment & recreationFarmingFinance & insuranceFood & beverageHealth activitiesIT & technicalManufacturingMotor tradeProfessional servicesPublishing & printingReal estateRetailTransport & storageTravelVeterinaryWholesale
Contact Emailemailstring

Email address of the primary contact

Telephonetelephonestring

Phone number of the client

Websitewebsitestring

Website URL of the client

Authentication

Senta uses API keys for authentication. When you connect your Senta account, Pipedream securely stores the keys so you can easily authenticate to Senta APIs in both code and no-code steps.

To generate and copy your API Key,

  • Navigate to your Senta account and sign in
  • Click the “Settings” menu with the gear icon on the top right
  • Click “Add Integration”
  • Click “Generate API Key”

Your subdomain is 1234 if your Senta workspace URL is https://1234.senta.co

About Senta

Practice management software for accountants and bookkeepers from £29 per user, per month. Officially the friendliest software of the year.

More Ways to Use Senta

Triggers

New Client Created from the Senta API

Emit new event when a new client is created.

 
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New Job Overdue from the Senta API

Emit new event when a job becomes overdue.

 
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Actions

Update Client with the Senta API

Updates an existing client. See the documentation

 
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