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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Proposal Activated" from Socket.

Add your action

An action happens after the trigger—such as "Create Client" in Xama Hub.

You’re connected!

Zapier seamlessly connects Socket and Xama Hub, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
Action
Write
- Client Id
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Email
  Required
- Contact Phone
- Contact Street
- Contact City
- Contact Postcode
- Contact Country Code
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
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
- Client Name
  Required
- Registration Number
- Primary Contact First Name
- Primary Contact Middle Name
- Primary Contact Last Name
- Primary Contact Email
- Primary Contact Phone
- Primary Contact Street
- Primary Contact City
- Primary Contact Postcode
- Primary Contact Country Code
Action
Write
- Name or Email Address
  Required
Action
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For AI agents & developers

Use Socket and Xama Hub with AI agents and code

Beyond Zap workflows. Call Socket and Xama Hub actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Socket and Xama Hub actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Socket and Xama Hub actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* socket / xama-hub action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Socket and Xama Hub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Socket to Xama Hub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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Related categories

Accounting

About Xama Hub

Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.