--- title: "Connect OnePageCRM and Senta - APIANT.ai" description: "When \"Completed Next Action\" fires in OnePageCRM, your agent runs \"Create a New Client\" in Senta." canonical: "https://apiant.ai/connect/onepagecrm-to-senta" --- # Connect OnePageCRM and Senta When **Completed Next Action** fires in [OnePageCRM](https://apiant.ai/connections/onepagecrm), your agent runs **Create a New Client** in [Senta](https://apiant.ai/connections/senta), or **Job Completed** in Senta to **Create Contact** in OnePageCRM. Describe the whole flow and it is built, tested on every scenario and kept running. OnePageCRM **9** triggers OnePageCRM **11** actions Senta **6** triggers Senta **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OnePageCRM and Senta to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What OnePageCRM and Senta can do together ### From OnePageCRM to Senta - When **Completed Next Action** in OnePageCRM then **Create a New Client** in Senta - When **New Call** in OnePageCRM then **Create a New Note** in Senta ### From Senta to OnePageCRM - When **Job Completed** in Senta then **Create Contact** in OnePageCRM - When **Job Created** in Senta then **Create Deal** in OnePageCRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with OnePageCRM and Senta ## Triggers and actions 15 triggers · 18 actions - Trigger **Closed Sales Cycle** Triggered when a sales cycle is closed — a deal is marked won or lost. - Trigger **Completed Next Action** Triggered when a next action is marked done in OnePageCRM. - Trigger **New Call** Triggered when a phone call is logged in OnePageCRM. - Trigger **New Contact** Triggered when a new contact is created in OnePageCRM. - Trigger **New Deal** Triggered when a new deal is created in OnePageCRM. - Trigger **New Next Action** Triggered when a new next action is created in OnePageCRM. - Trigger **New Note** Triggered when a new note is added to a contact in OnePageCRM. - Trigger **Updated Contact** Triggered when a contact is created or changed in OnePageCRM. - Trigger **Updated Deal** Triggered when a deal is created or changed in OnePageCRM. - Action **Close Sales Cycle** Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note. - Action **Create Call** Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link. - Action **Create Contact** Creates a contact in OnePageCRM, including your account's own custom fields. - Action **Create Deal** Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes. - Action **Create Next Action** Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee. - Action **Create Note** Adds a note to a contact's timeline in OnePageCRM. - Action **Find Contact** Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match. - Action **Find Deal** Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match. - Action **Find User** Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match. - Action **Update Contact** Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value. - Action **Update Deal** Updates a deal in OnePageCRM. Anything you leave blank keeps its current value. - Trigger **Job Becomes Overdue** Triggers when a job in Senta becomes overdue, optionally only for one client or one job template. - Trigger **Job Becomes Ready** Triggers when a job in Senta becomes ready, optionally only for one client or job template. - Trigger **Job Cancelled** Triggers when a job in Senta is cancelled, optionally limited to one client or job template. - Trigger **Job Completed** Triggers when a job in Senta is completed, optionally only for one client or job template. - Trigger **Job Created** Triggers when a new job is created in Senta, optionally only for a specific client or job template. - Trigger **Job Updated** Triggers when a job is updated in Senta, firing once for each change to a job's details. - Action **Create a New Client** Creates a new client company in your Senta practice and returns its id. - Action **Create a New Note** Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note. - Action **Delete client** Deletes a client from your Senta practice by its ID. - Action **Find a Client** Returns the Senta clients whose details match the keywords you search for, with each client's id and name. - Action **Get client** Returns one client company by its ID, including the fields your practice has customised and the client's contacts. - Action **List jobs** Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status. - Action **Update a Client** Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update. ## Each app on its own - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) - [ **Senta** Senta is a cloud practice management software including marketing, workflow, email automation, secure...](https://apiant.ai/connections/senta) Reviews ## What our customers say ## More from OnePageCRM - [ **OnePageCRM to AirVisual** Air quality and weather data](https://apiant.ai/connect/onepagecrm-to-airvisual) - [ **OnePageCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onepagecrm-to-salesforce) - [ **OnePageCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onepagecrm-to-slack) - [ **OnePageCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onepagecrm-to-shopify) - [ **OnePageCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onepagecrm-to-quickbooks-online) - [ **OnePageCRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onepagecrm-to-pipedrive) ## More into Senta - [ **HubSpot to Senta** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-senta) - [ **Salesforce to Senta** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-senta) - [ **Google Sheets to Senta** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-senta) - [ **Gmail to Senta** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-senta) - [ **Google Calendar to Senta** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-senta) - [ **Google Drive to Senta** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-senta) Questions ## OnePageCRM and Senta, answered ### ### What can start an automation from OnePageCRM? Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Senta when something happens in OnePageCRM? Any of Senta's 7 actions, including Create a New Client, Create a New Note, Update a Client and Find a Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Senta to OnePageCRM? Yes. When something happens in Senta, your agent can act in OnePageCRM too. This page covers both directions: Senta's triggers and OnePageCRM's actions are listed here as well. ### ### Do I have to build a connector for OnePageCRM or Senta? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use OnePageCRM and Senta without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.