Socket Integrations

Name: Zapier
Availability: InStock

Put Socket to work with AI and enterprise-grade automation

Automate smarter with Socket and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Klaviyo

Marketing Automation

Xero

Accounting

Xama Hub

Accounting

Pipedrive

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

QuickBooks Online

Accounting

Microsoft SharePoint

Microsoft, Team Collaboration

Human in the Loop

AI Assistants

Giphy

Images & Design

Klaviyo

Marketing Automation

Xero

Accounting

Xama Hub

Accounting

Pipedrive

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

QuickBooks Online

Accounting

Klaviyo

Marketing Automation

Xero

Accounting

Xama Hub

Accounting

Pipedrive

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

QuickBooks Online

Accounting

Microsoft SharePoint

Microsoft, Team Collaboration

Human in the Loop

AI Assistants

Giphy

Images & Design

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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
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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)
Details
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Socket + Mailchimp

Create channel messages in Slack for new proposals in Socket

Details

Try it

Socket + Slack

Create web links in FYI for new won proposals in Socket

Details

Try it

Socket + FYI

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

Details

Try it

Socket + Slack

Create leads in Socket when new invitees are created in Calendly

Details

Try it

Calendly + Socket

Create leads in Socket when new labels are added in Gmail

Details

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Gmail + Socket

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

Details

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Socket + Mailchimp

Create Google Sheets rows when new proposal renewals start in Socket

Details

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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 new tasks in Asana when proposals are won in Socket

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Socket + Asana

Create new Socket leads from new Typeform entries

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Typeform + Socket

Send Microsoft Teams messages when new proposals are won in Socket

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Socket + Microsoft Teams

Create clients in Socket from new or updated opportunities in Capsule CRM

Details

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Capsule CRM + Socket

Create Google Sheets rows when new proposal renewals start in Socket
Details
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Socket + Google Sheets
Create clients, web links, jobs, tasks, and documents in FYI when new proposals are won in Socket
Details
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Socket + FYI
Create new tasks in Asana when proposals are won in Socket
Details
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Socket + Asana
Create new Socket leads from new Typeform entries
Details
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Typeform + Socket
Send Microsoft Teams messages when new proposals are won in Socket
Details
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Socket + Microsoft Teams
Create clients in Socket from new or updated opportunities in Capsule CRM
Details
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Capsule CRM + Socket

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.

Form Response Submitted
Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
Trigger
Instant
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Lead Lost
Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
Trigger
Instant
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Lead Won
Triggers when a lead reaches the Won stage, which happens when its proposal is won. Leads created from an already-won proposal do not fire this - the win predates the lead.
Trigger
Instant
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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 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
- Lead
  Required
- Note Heading
- Note
  Required
Action
Write

Lead Created
Triggers when a lead is created in Socket, however it arrived - a Socket form, the API, another Zap, or a practitioner adding it by hand.
Trigger
Instant
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Lead Stage Changed
Triggers whenever a lead moves between pipeline stages, including your own custom stages. Also fires when a lead is won or lost - use the dedicated Lead Won and Lead Lost triggers if you only want those. Does not fire when a stage is deleted and its leads are moved on.
Trigger
Instant
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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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- Pipeline Stage
- Lead Lane (legacy)
- 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
- Note Heading
- Note
Action
Write

For builders

Let your AI safely access Socket

Go beyond Zap workflows. Install Zapier in your AI to call Socket actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Socket from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Client
Create Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Socket actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Socket connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "socket", owner: "me" });

await zapier.runAction({
  app: 'socket',
  action: 'client_create',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

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.

HelpHelp

Related categories

Accounting

Socket Integrations

Put Socket to work with AI and enterprise-grade automation

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 new tasks in Asana when proposals are won in Socket

Create new Socket leads from new Typeform entries

Send Microsoft Teams messages when new proposals are won in Socket

Create clients in Socket from new or updated opportunities in Capsule CRM

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 new tasks in Asana when proposals are won in Socket

Create new Socket leads from new Typeform entries

Send Microsoft Teams messages when new proposals are won in Socket

Create clients in Socket from new or updated opportunities in Capsule CRM

Let your AI safely access Socket

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Socket Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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

Popular Socket Integrations

Popular Socket Integrations

Connect Your App Accounts to Zapier