System of record
Socket

Beagle for Socket.

Beagle puts Socket to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.

Helping accounting & bookkeeping firms build empowered teams with seamless client onboarding, accurate pricing and full profitability visibility.

01

What Beagle does.

With Socket connected, from day one.

01

Reads your Socket

Ask in plain language and Beagle answers from Socket - "what changed this week?" - in the channel, with sources attached.

02

Keeps Socket current

When a record changes, Beagle can update it and post the recap, waiting for your nod before it writes anything back.

03

Watches while you work

No prompt needed. Beagle notices the records that matter and brings them to Slack or Microsoft Teams.

03

Connect Socket to.

One teammate across both tools. No zap to build.

Browse every connection

04

Common questions.

Does Beagle integrate with Socket?

Yes. Connect Socket with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What can Beagle do with Socket?

Beagle watches Socket for when a record changes, then update it and post the recap. You can also just ask it questions about your records in plain language.

Is the Socket connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Socket - and nothing is sent or saved until you approve it.

Do I need a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Socket workflows by hand.

05

More integrations.

Socket, handled.
Hire the dog.

Socket integration - Beagle