Connect Float and MyDocSafe to Build Intelligent Automations
Ready to use Float and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
New Project
Triggers when a new project is created.
New Project Task
Triggers when a new project task is created.
Updated Project Task
Triggers when a project task is modified.
Do thisActions
Action is the task that follows automatically within your Float integrations.
Create Client
creates a new client.
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
List All Milestones
Retrieves the list of all milestone.
List All Person
List of all person
List all Phases
Get all Phases.
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Frequently Asked Questions
To start, connect both your Float and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Float data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Float and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Float and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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