• Socket + Kaseya BMS

Socket’s quoting software integrates seamlessly with Kaseya BMS

Integration Features

  • When creating a Quote in Socket, you can search for an existing Kaseya BMS Contact or create a new one automatically. You can also pull existing Kaseya BMS Products into Socket Quotes in real-time.
  • When a Quote is created or updated in Socket, the Kaseya BMS Opportunity will be updated with the value of the Quote, and a Service Quotation will be created or updated with the line items in the Socket Quote. Socket automatically matches your existing Items, or creates new ones if they do not exist.
  • When a Socket Quote is won or lost, Socket will update the status of the Kaseya BMS Opportunity according to the mapping settings you configure.
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