Xama Hub Socket

Xama Hub + Socket Integrations, Built by an AI Agent

Put Xama Hub + Socket to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Xama Hub and Socket below — describe the exact one you want above and the Agent builds it on demand.

Xama Hub + Socket When a lead is lost in Socket, update client compliance logs in Xama Hub. See details
Send signature documents when onboarding new users When a new user is created in Xama Hub, automatically create and send an onboarding agreement for signature using Socket. See details
Deactivate user accounts following confidential document updates When a specific security note is updated in Socket, automatically deactivate user permissions in Xama Hub to preserve data privacy compliance. See details
Generate security incident documentation from system alerts When a new security event occurs in Xama Hub, create an incident response document from a template in Socket for audit tracking. See details

Browse the full workflow library →

Looking to achieve something else with Xama Hub and Socket?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Xama Hub and Socket

Everything Xama Hub and Socket can do inside a workflow — the triggers that start one and the actions that run when it fires.

Xama Hub Explore Xama Hub →

Xama Hub is an anti-money laundering compliance software designed to assist UK accountants and professional services firms.

Actions
Create Client

Creates a new individual / company

Create Contact

Creates a new contact

Socket Explore Socket →

Socket is an online quoting and proposal platform that enables businesses to create instant quotes, calculate pricing, and collect payments.

Triggers
Form Response Submitted

Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).

Lead Created

Triggers when a lead is created in Socket, however it arrived - a Socket form, the API, another Zap, or a practitioner adding it by hand.

Lead Lost

Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.

Lead Stage Changed

Triggers whenever a lead moves between pipeline stages, including your own custom stages. Also fires when a lead is won or lost - use the dedicated Lead Won and Lead Lost triggers if you only want those. Does not fire when a stage is deleted and its leads are moved on.

Lead Won

Triggers when a lead reaches the Won stage, which happens when its proposal is won. Leads created from an already-won proposal do not fire this - the win predates the lead.

Proposal Activated

Triggers when a proposal becomes active.

Actions
Create Client

Creates a new client in Socket.

Create Lead

Creates a new lead with client and contact information.

Add Note to Lead

Adds a note to an existing lead. The note is attributed to the Socket user whose account is connected to Zapier.

Enterprise-grade security

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Xama Hub + Socket

Is there a pre-built Xama Hub + Socket automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xama Hub and Socket's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Xama Hub or Socket connector?

No. The Agent works whether or not Xama Hub or Socket already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Socket and Xama Hub improve compliance and identity management?

It automates document creation during user provisioning in Xama Hub and generates standardized incident notes in Socket when security events occur.

Can security event alerts automatically launch document signature workflows?

Yes, critical security events or user profile changes in Xama Hub can initiate document generation and signature requests in Socket for compliance sign-offs.

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