GoProposal Ideas Portal

Integration with Senta to update engagement letter date in Senta when a GP renewal is issued

Senta is our single source of truth for client information. We have it linked to GP already for issuing new proposals and triggering actions on initial sign up. But if we update our engagement on GP we have to manually update the date the review was done on Senta.

  • Guest
  • Feb 8 2023
  • One For The Future
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