Connect CallTrackingMetrics and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
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
Ready to use CallTrackingMetrics and Float automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
New Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Create or Update Client
Create New client or Update existing client
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Float (or vice versa).
Absolutely. You can customize how CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics 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.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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