Connect ClearCRM and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
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 ClearCRM and Float automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create a lead
Create a new lead in Clear CRM using the contact and company details you provide.
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
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Frequently Asked Questions
To start, connect both your ClearCRM and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Float (or vice versa).
Absolutely. You can customize how ClearCRM 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 ClearCRM 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 ClearCRM 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 ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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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