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We’ve launched a new integration between Socket and FYI, designed to reduce duplication and keep your client records consistent across tools.
With the integration enabled, client and contact details created in Socket are automatically synced to FYI. Every signed proposal or engagement letter is also pushed to FYI as a PDF, giving you a complete, accurate record without extra admin.
The Socket x FYI integration gives you:
- Practice-wide visibility into client engagements, not just for the person managing the proposal.
- Cleaner handovers between discovery, onboarding, and delivery, with up-to-date records in FYI.
- Removes duplication and error by reducing repeated manual data entry.
As Samantha Sollis from Pillow May puts it:
”What’s really useful is that once a client signs off a proposal it instantly goes into FYI, creating a client and adding the proposal and the engagement letter. Before the integration I had to download the LoE, upload it into FYI, and add contact details. Having it set up and ready to go was a great development for us.”
“It’s sped up the start of the journey with a client, especially with leads, and reduced duplication and error. It’s easy to mistype a name. When you send a proposal, the client checks it, so any typos get fixed before it goes into multiple software.”
Samantha Sollis, Operations Director and Client Relationship Manager at Pillow May
What the integration does
- Client and contact sync: New active clients and contacts created in Socket are automatically created in FYI, with changes to clients in FYI immediately synced back to mapped clients Socket.
- Proposal and engagement letter PDFs: Proposals and engagement letters from Socket are sent to FYI as PDF records.
- Map FYI client codes: So you can keep client identifiers consistent across systems and reporting.
- Multi-office mode: Multi-office Socket setups operating from one FYI account can filter and sync their FYI clients from their specific office, branch, or location.
Where to find it
You can turn on the FYI integration from Practice Settings > Integrations.
We’ll continue to strengthen the early stages of your client engagement with our FYI integration, with even more user driven developments on the way: all focused on making your day-to-day work even easier. If you have any integration feature requests then let us know, we’re always listening. and always looking for more cool features to build.
Trial the integration
Book a demo with our friendly team, or jump in and try the integration for free by signing up to a no-obligation free trial.
