Socket and Salesflare
How to connect Socket
- Via Zapier — 27 operations available. Set it up ↗
What you can automate
- When form Response Submitted in Socket, find or create contact in Salesflare.
- When lead Created in Socket, find or create contact in Salesflare.
- When lead Stage Changed in Socket, find or create contact in Salesflare.
- When lead Won in Socket, find or create contact in Salesflare.
- When proposal Created in Socket, create opportunity in Salesflare.
- When proposal Status Changed in Socket, create opportunity in Salesflare.
About Socket
Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.
Socket operations on Zapier
Triggers (24)
Start a workflow when this happens
- Form Response Submitted — Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
- 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.
- Lead Lost — Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
- 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.
- 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.
Show 19 more triggers
- Proposal Activated — Triggers when a proposal becomes active.
- Proposal Adjustment Started — Triggers when a proposal adjustment is started.
- Proposal Changes Requested — Triggers when a team member requests changes to a proposal (Pro Features only).
- Proposal Closed — Triggers when a proposal is closed.
- Proposal Created — Triggers when a new proposal is created.
- Proposal Deleted — Triggers when a proposal is deleted.
- Proposal Lost — Triggers when a proposal is marked as lost.
- Proposal Pending — Triggers when a proposal is sent to a client and is awaiting their response.
- Proposal Renewal Started — Triggers when a proposal renewal is started.
- Proposal Resent — Triggers when a proposal is resent to the client.
- Proposal Reverted to Draft — Triggers when a proposal is reverted to draft status.
- 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.
- Proposal Start Date Confirmed — Triggers when a proposal start date is confirmed.
- Proposal Status Changed — Triggers when an existing proposal changes status.
- Proposal Superseded — Triggers when a proposal is superseded by another proposal.
- Proposal Won — Triggers when a proposal is won.
- Proposal Won (Client Approved) — Triggers when a proposal is won through client approval.
- Proposal Won (Internally Approved) — Triggers when a proposal is won through internal approval.
- Proposal in Review — Triggers when a proposal is moved to in-review status (Pro Features only).
Actions (3)
Things Salesflare can make it do
- Add Note to Lead — Adds a note to an existing lead. The note is attributed to the Socket user whose account is connected to Zapier.
- Create Client — Creates a new client in Socket.
- Create Lead — Creates a new lead with client and contact information.
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