FYI + Socket

Create web links in FYI for new won proposals in Socket

This Zap connects Socket and FYI to automate your client onboarding. Easily keep your records consistent across your workflow, by creating a web links automatically in FYI when Socket Proposals are signed by your clients.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
Create Web Link
Create a Web Link.
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
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
Action
Write
- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
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
- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- NameRequired
- Create group if it doesn’t exist yetRequired
Action
Write
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- SubjectRequired
- Start DateRequired
- Due DateRequired
- Create task if it doesn’t exist yetRequired
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write

About FYI

FYI is a document management service for professionals

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.

Related categories

Accounting

Related Zap Templates

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

Related Zap Templates

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

FYI + Socket

Create web links in FYI for new won proposals in Socket

Supported triggers and actions

Proposal Activated

Proposal Changes Requested

Proposal Created

Proposal in Review

Proposal Pending

Proposal Resent

Proposal Sending

Proposal Status Changed

Proposal Won

Proposal Won (Internally Approved)

Create Lead

Create Document

Create or Update Job

Create File Note

Proposal Adjustment Started

Proposal Closed

Proposal Deleted

Proposal Lost

Proposal Renewal Started

Proposal Reverted to Draft

Proposal Start Date Confirmed

Proposal Superseded

Proposal Won (Client Approved)

Create Client

Create or Update Client

Create or Update Client Group

Create Web Link

Create or Update Task

About FYI

Related categories

About Socket

Related categories

Related Zap Templates

Related Zap Templates