
When this happens...
New Account Created
New Contact
Contact Is Updated

Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new account is created in Apollo.
Runs when a new contact is created in Apollo.
Runs when an existing contact is updated.
Triggers when a new milestone is created.
Runs when new person is created.
Triggers when a new phase is created.
Action is the task that follows automatically within your Apollo integrations.
Creates a new account in Apollo using the details you provide.
Creates a new contact in your team's Apollo account.
Creates a new deal in your Apollo account.
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Updates an existing Apollo account with the provided account details and owner.
Search for contacts by name, job title, company, or email and return matching contact information.

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To start, connect both your Apollo and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Float (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Float 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 Apollo and Float. 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.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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