FYI + Socket
FYI + Socket
Create web links in FYI for new won proposals in Socket
This Zap connects Socket and FYI to automate your client onboarding. Easily keep your records consistent across your workflow, by creating a web links automatically in FYI when Socket Proposals are signed by your clients.
- When this happens...Proposal WonTriggers when a proposal is won.
- automatically do this!Create Web LinkCreate a Web Link.
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More things you can do with Socket and FYI
Discover other triggers and actions you can use with Socket and FYI
- Form Response Submitted
Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
Try ItTriggerInstant - Lead Lost
Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
Try ItTriggerInstant - Lead Won
Triggers when a lead reaches the Won stage, which happens when its proposal is won. Leads created from an already-won proposal do not fire this - the win predates the lead.
Try ItTriggerInstant - Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Try ItTriggerInstant
- Lead Created
Triggers when a lead is created in Socket, however it arrived - a Socket form, the API, another Zap, or a practitioner adding it by hand.
Try ItTriggerInstant - Lead Stage Changed
Triggers whenever a lead moves between pipeline stages, including your own custom stages. Also fires when a lead is won or lost - use the dedicated Lead Won and Lead Lost triggers if you only want those. Does not fire when a stage is deleted and its leads are moved on.
Try ItTriggerInstant - Proposal Activated
Triggers when a proposal becomes active.
Try ItTriggerInstant - Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Try ItTriggerInstant
