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Google Chat + Socket

Create messages in Google Chat when new proposals are pending in Socket

Optimize your team's communication and response time with this efficient workflow. When a proposal reaches pending status in the Socket app, a fresh message is immediately prepared in Google Chat. This allows you to swiftly acknowledge client proposals, effectively enhancing customer service and team efficiency. With this automation, you can easily keep track of all pending proposals and ensure nothing slips through the cracks.

When this happens...
Proposal PendingTriggers when a proposal is sent to a client and is awaiting their response.
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Create MessageCreate a message in Hangouts Chat.
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More things you can do with Socket and Google Chat

Discover other triggers and actions you can use with Socket and Google Chat

Form Response Submitted
Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
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Lead Lost
Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
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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.
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Proposal Adjustment Started
Triggers when a proposal adjustment is started.
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Proposal Closed
Triggers when a proposal is closed.
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Proposal Deleted
Triggers when a proposal is deleted.
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Proposal Lost
Triggers when a proposal is marked as lost.
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Proposal Renewal Started
Triggers when a proposal renewal is started.
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
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Proposal Superseded
Triggers when a proposal is superseded by another proposal.
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Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
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- 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
- Lead
  Required
- Note Heading
- Note
  Required
Action
Write

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.
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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.
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Proposal Activated
Triggers when a proposal becomes active.
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Instant
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Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
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Proposal Created
Triggers when a new proposal is created.
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Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
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Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
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Proposal Resent
Triggers when a proposal is resent to the client.
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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.
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Proposal Status Changed
Triggers when an existing proposal changes status.
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Proposal Won
Triggers when a proposal is won.
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Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
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- Pipeline Stage
- Lead Lane (legacy)
- 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
- Note Heading
- Note
Action
Write
- Hangouts Chat Room
  Required
- Message Title
  Required
- Message Image URL
- Message Subtitle
- Message Text
  Required
- Action Button Text
- Action Button URL
Action
Write

About Google Chat

Google Chat is a communication software developed by Google built for teams that provides direct messages and team chat rooms, along with a group messaging function that allows Google Drive content sharing.

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About Socket

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

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Accounting