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Zapier

How to configure Zapier with Socket

Written by Si Evans

How to get set up

Here is a deep dive walk-through of connecting Zapier to Socket for the first time, and sending proposal activity through into a Google Worksheet:

You'll need to click the link below to accept the invitation so you can find Socket within the list of Apps.

Zapier invite

The Triggers

The triggers available for use with Socket are:

Proposal Status Changed

This will trigger a Zap to run when both a Proposal has been created or the status of a Proposal changes.

The available statuses in Socket that will trigger the Zap are:

draft

in_review *

sending

pending

won

active

lost

superseded

closed​

* Note that in_review is only available if the approval-workflow feature flag has been enabled for your practice.

Form Response Submitted

This will trigger a Zap to run whenever a client submits one of your forms. You can use it to send form responses into the rest of your tech stack, for example logging them to a spreadsheet, creating a task, or notifying your team.

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