Step-by-Step Instructions
Create your API Key
Log into your Socket account, access the ‘Practice Settings’ menu then choose ‘Integrations’.
Finally choose to ‘Show All Available Integrations’ and scroll down to find Socket.
Choose ‘New API Key’ and then select the permissions you require.
Please note, when an API key is created it will expire in 12 months, so you will need to re-create this each year.
Getting Access
You’ll need to use your API key in each header to authenticate requests.
Making Requests
The API follows standard REST conventions:
GET – Retrieve data (e.g. list proposals, fetch client details)
POST – Create new records (e.g. add a lead)
All requests and responses use JSON format.
Common Use Cases
Create clients and leads from your CRM or ERP system
Retrieve proposal information from Socket
Pull reporting data into your BI tools
API Reference
A full list of endpoints, parameters, and examples is available in the Socket API documentation (link provided above).
Support
For any queries contact [email protected]
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