Senta
Senta email integration
Senta gets the note on a client's record, or the client itself, from an email you send to ForwardThis, so the practice file keeps up without anybody retyping it.
Setup in 30 seconds.
How it works
Connect Senta
Create a free account and connect Senta. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made, and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: VAT quarter - the missing statements
Log this on Finn Joinery as a phone call note, and tell me what's still outstanding for them.
---------- Forwarded message ----------
Sorry, I've only just seen this. The March and April statements went in the post to you today, and I'll email the rest tonight.
Logged a note on Finn Joinery
Phone call · statements posted, rest to follow tonight
Listed what's outstanding
VAT return Q1 · overdue 3 days
A note in Senta cannot be removed, so ForwardThis checks with you before it adds one.
Some other examples
- “Add Harbour Lane Bakery as a prospect with hello@harbourlane.co.uk.”
- “What's outstanding for Finn Joinery?”
- “Update Finn Joinery's phone number to 0117 900 214.”
Everything ForwardThis can do in Senta
Look up a contact
Find a client
Read a record
Read a client's record
Look up records
List a saved client view
Look up tasks
List jobs
Add note
Add a note to a client
Delete record
Delete a client
Create contact
Add a client
Update contact
Update a client
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Senta?
- Forward the client's email to your ForwardThis address with a simple instruction, like "log this on Finn Joinery as a phone call note". ForwardThis finds the client, shows you the note it's about to log, and once you say yes it goes on the record and you get a reply confirming it. The first time, you'll need a free account with Senta connected, which takes about 30 seconds. That's the entire Senta email integration.
- Can it add a new client from an email?
- Yes. Give it a name and, if you have them, an address, a phone number and a primary contact. New clients land as a Prospect unless your instructions say otherwise, and undo works for 24 hours if you added the wrong one.
- Can it move a client from Prospect to Client?
- Yes, and this is the one to be careful with. Senta starts real work when a client moves out of Prospect or a service is switched on: jobs kick off exactly as if you had made the change in the practice yourself. So ForwardThis always checks with you before a change like that, and you should know that undo puts the field back but does not un-start the jobs. Reply and tell it what you meant and it will tell you what's already running.
- Can it create or complete a job in Senta?
- No. A Senta job is built from a template against pivotal dates, and nothing in a forwarded email can pick the right template or judge whether a statutory deadline's work is genuinely done. It can list what's running for a client, and narrow that to pending, ready, overdue, completed or cancelled, so you can ask before you chase.
- Can I undo a note once it's on the record?
- No. Senta has no way to take a note back off a client, so instead of offering an undo it could not honour, ForwardThis shows you the note and the client it's going on and waits for you to say yes. If something does go on wrong, you can add a follow-up note correcting it.