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 Pending
Triggers when a proposal is sent to a client and is awaiting their response.
TriggerInstant
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Create Message
Create a message in Hangouts Chat.
ActionWrite

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Supported triggers and actions

Proposal Activated
Triggers when a proposal becomes active.
Trigger
Instant
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Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Trigger
Instant
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Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
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Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Trigger
Instant
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Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Trigger
Instant
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Proposal Resent
Triggers when a proposal is resent to the client.
Trigger
Instant
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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.
Trigger
Instant
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Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
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- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client NameRequired
- Client Entity Type
- Registration Number
- Client Code
- Contact NameRequired
- Contact EmailRequired
- Contact Phone Number
Action
Write

Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
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Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
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Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
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- Client NameRequired
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact NameRequired
- Primary Contact EmailRequired
- Primary Contact Phone
Action
Write
- Hangouts Chat RoomRequired
- Message TitleRequired
- Message Image URL
- Message Subtitle
- Message TextRequired
- 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.