FYI + Socket
Create clients, web links, jobs, tasks, and documents in FYI when new proposals are won in Socket
Set up this integration to streamline a series of actions in FYI when a new client signs a proposal in Socket. Automate the client journey so you never miss a step.
Set up this integration to streamline a series of actions in FYI when a new client signs a proposal in Socket. Automate the client journey so you never miss a step.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this...Create or Update Client
Create or Update a Client in FYI.
- then do this...Create Web Link
Create a Web Link.
- then do this...Create or Update Job
Create or Update a Job in FYI.
- then do this...Create or Update Task
Create or Update a Task in FYI.
- then do this!Create Document
Create a Document.
- Free forever for core features
- 14 day trial for premium features & apps
Proposal Activated
Triggers when a proposal becomes active.
Try ItProposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Try ItProposal Created
Triggers when a new proposal is created.
Try ItProposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Try It
About Socket
Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.