Vinyl's Socket integration lets you turn any external client meeting into a Socket drafts without leaving Studio. After a meeting, click Draft Proposal, Vinyl matches the client and services, shows you a review card, and creates a draft in Socket on approval. You review and send it from Socket itself.
Three things are always true:
User-initiated. Drafts never runs automatically.
Draft only. Vinyl creates the draft, you review and send from Socket.
Approval-gated. Every write to Socket shows a review card first.
Before you start: two prerequisites
Drafts only appears before any client meeting when both of these are in place:
Socket is connected in Vinyl — go to Integrations, choose Socket, and sign in to connect.
AI permissions are enabled in Vinyl — your firm's Master Admin must check that the Socket toggle is on under Settings → AI permissions. Only the Master Admin can see this tab. The setting is team-wide and defaults to on.
What Vinyl can and cannot do
Vinyl can:
Draft a proposal in Socket, ready for you to review and send
Create new clients in Socket
Add unmatched services as a custom project line on the proposal
Match clients that already exist in Socket
Match services from your Socket service list and suggest relevant add-ons
Validate the proposal plan before anything is created
Give a real "Open in Socket" link on the confirmation
Vinyl cannot:
Create new services in your Socket catalogue — services that don't match your catalogue are added to the proposal as a custom project line instead
Show totals as "from" — Vinyl surfaces the base price for each service; the final price inclusive of drivers and tax is already calculated and waiting in Socket, open the proposal there to see it
Show GST/tax or currency on the card — those live in your Socket practice settings and are applied in Socket
Common questions
How do I connect Socket to Vinyl?
Go to the Integrations in Vinyl, choose Socket and click Connect, you will sign in to Socket to authorise it. The Master Admin of your Vinyl team needs to turn the AI permission for proposals on under their Settings > AI Permissions.
I cannot see Socket on the Integrations page.
Socket access is rolling out gradually, so it may not be enabled for your team yet. Join the waitlist at socket.ai-vinyl.com/socket-integration-waitlist and we will let you know as soon as it is available for you.
Why does my proposal show a base price rather than the final total?
Socket services are priced with drivers (things like entity count or transaction volume). Vinyl does not have visibility to these so cannot produce the final price. This total price is calculated and waiting inside of Socket for you to review. Open the proposal in Socket to see it.
Why does the card not show GST or a currency?
Tax and currency display are managed by your Socket practice settings and are applied in Socket, not passed through to Vinyl. Check the proposal in Socket for the full totals before you send it.
Vinyl could not match a service that was discussed.
Vinyl adds it to the proposal as a custom project line, which you can review and match to a catalogue service in Socket.
Can I edit the proposal in Vinyl?
You can make edits before creation (aka creating the draft). Once you have created we are unable to edit the proposal and instead the user will need to open the proposal from socket and edit from here.
Does Vinyl send the proposal to my client?
No, Vinyl only creates a draft. Use the "Open in Socket" link on the confirmation to review, fine-tune, and send it from Socket yourself.