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 trigger available for use with Socket is currently:
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superseded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.