FYI + Socket

FYI + Socket integrations

Create clients, web links, jobs, tasks, and documents in FYI when new proposals are won in Socket

Set up this integration to streamline a series of actions in FYI when a new client signs a proposal in Socket. Automate the client journey so you never miss a step.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
automatically do this...
Create or Update ClientCreate or Update a Client in FYI.
ActionWrite
then do this...
Create Web LinkCreate a Web Link.
ActionWrite
then do this...
Create or Update JobCreate or Update a Job in FYI.
ActionWrite
then do this...
Create or Update TaskCreate or Update a Task in FYI.
ActionWrite
then do this!
Create DocumentCreate a Document.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Socket and FYI

Discover other triggers and actions you can use with Socket and FYI

Proposal Activated
Triggers when a proposal becomes active.
Trigger
Instant
Try It
Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Trigger
Instant
Try It
Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
Try It
Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Trigger
Instant
Try It
Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Trigger
Instant
Try It

Proposal Resent
Triggers when a proposal is resent to the client.
Trigger
Instant
Try It
Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
Trigger
Instant
Try It

Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
Try It
- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
Action
Write
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
Try It
Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
Try It
Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
Try It
Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
Try It
Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
Try It
Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
Try It
- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Write
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

About FYI

FYI is a document management service for professionals

HelpHelp

Related categories

Accounting

About Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

HelpHelp

Related categories

Accounting

Related Zap Templates

Create web links in FYI for new won proposals in Socket

Related Zap Templates

Create web links in FYI for new won proposals in Socket