Socket Integrations

Name: Zapier
Availability: InStock

Beta

Accounting

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Slack

Team Chat

FYI

Accounting

Asana

Project Management

Content Snare

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Marketing Automation

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Google Forms

Forms & Surveys, Google

Slack

Team Chat

FYI

Accounting

Asana

Project Management

Content Snare

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Marketing Automation

Slack

Team Chat

FYI

Accounting

Asana

Project Management

Content Snare

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Marketing Automation

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Socket integrations with Zapier's templates

Create channel messages in Slack for new proposals in Socket
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Socket + Slack
Create web links in FYI for new won proposals in Socket
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Socket + FYI
Send channel messages in Slack when new proposals are won in Socket
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Socket + Slack
Create leads in Socket when new invitees are created in Calendly
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Calendly + Socket
Create leads in Socket when new labels are added in Gmail
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Gmail + Socket
Add/update Mailchimp subscribers when new Socket proposals are won (client approved)
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Socket + Mailchimp

Create channel messages in Slack for new proposals in Socket

Details

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Socket + Slack

Create web links in FYI for new won proposals in Socket

Details

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Socket + FYI

Send channel messages in Slack when new proposals are won in Socket

Details

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Socket + Slack

Create leads in Socket when new invitees are created in Calendly

Details

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Calendly + Socket

Create leads in Socket when new labels are added in Gmail

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Gmail + Socket

Add/update Mailchimp subscribers when new Socket proposals are won (client approved)

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Socket + Mailchimp

Create Google Sheets rows when new proposal renewals start in Socket

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Socket + Google Sheets

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

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Socket + FYI

Create Google Sheets rows when new proposal renewals start in Socket
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Socket + Google Sheets
Create clients, web links, jobs, tasks, and documents in FYI when new proposals are won in Socket
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Socket + FYI

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.
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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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Instant
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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.
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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
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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
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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

Socket Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

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Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create channel messages in Slack for new proposals in Socket

Create web links in FYI for new won proposals in Socket

Send channel messages in Slack when new proposals are won in Socket

Create leads in Socket when new invitees are created in Calendly

Create leads in Socket when new labels are added in Gmail

Add/update Mailchimp subscribers when new Socket proposals are won (client approved)

Create channel messages in Slack for new proposals in Socket

Create web links in FYI for new won proposals in Socket

Send channel messages in Slack when new proposals are won in Socket

Create leads in Socket when new invitees are created in Calendly

Create leads in Socket when new labels are added in Gmail

Add/update Mailchimp subscribers when new Socket proposals are won (client approved)

Create Google Sheets rows when new proposal renewals start in Socket

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

Create Google Sheets rows when new proposal renewals start in Socket

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

Socket Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Socket Integrations

Popular Socket Integrations

Connect Your App Accounts to Zapier