Connect Centralstation CRM and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Person
New Project
New Task
New Deal
Deal Updated
Task Updated
Project Updated
Person Updated
Company Updated
Choose an Action
Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
Ready to use Centralstation CRM and Float automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
Deal Updated
Triggers when a deal is updated
Do thisActions
Action is the task that follows automatically within your Centralstation CRM integrations.
List All People
Retrieves the details of all people
Search People by Email
Retrieves the details of the person by email
List All Companies
Retrieves the details of all companies
List All Deals
Retrieves the details of all deals
List All Projects
Retrieves the details of all projects
List All Protocols
Retrieves the details of all protocols
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Frequently Asked Questions
To start, connect both your Centralstation CRM and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Centralstation CRM triggers actions in Float (or vice versa).
Absolutely. You can customize how Centralstation CRM 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 Centralstation CRM 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 Centralstation CRM 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 Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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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