Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in...

Feature Improvement: Zapier Webhook Support Update

For those using our Zapier Webhook, we're happy to announce that an update has been released so that Line Item Data includes both Item Option and Custom Field data. Simply select...

New Feature: Salesforce Opportunity Lookup

We've heard from many of our Partners using Salesforce with Socket that the Opportunity exists in Salesforce prior to the Quote being created in Socket. We're happy to announce that...

Feature Improvement: New Integrations Page

Always looking to improve our user experience, we’ve made adding Integrations easier than ever before! Simply select the Integration you would like to add, follow the steps and save the...