Gmail + Socket

Create leads in Socket when new labels are added in Gmail

Connect Socket and Gmail to automate your client discovery workflow. Whenever you add a new label in Gmail, this integration automatically creates a lead in Socket, so you're always ready for the next step.

When this happens...
New Label
Triggers when you add a new label.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead with client and contact information.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
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
Try It
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
Try It
Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
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

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
Try It
Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
Try It
Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
Try It
Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
Try It
Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
Try It
Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
Try It
- 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

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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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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Accounting

Gmail + Socket

Create leads in Socket when new labels are added in Gmail

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

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

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

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

About Gmail

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About Socket

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