Connect Conversion Chats and Float
Integrate Conversion Chats with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template Message via Conversion Chats when New Milestone in Float
Create Contacts in Conversion Chats when New Milestone in Float
Send Template Message via Conversion Chats when New Person created in Float
Create Contacts in Conversion Chats when New Person created in Float
Update Contacts in Conversion Chats when New Person created in Float
Popular Conversion Chats + Float flows
Start from a real workflow other teams are already running.
Choose a trigger
Conversion Chats
When this happens...
- Request a new Trigger for Conversion Chats
Choose an action
Float
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
Send Template Message via Conversion Chats when New Milestone in Float
Use this flowCreate Contacts in Conversion Chats when New Milestone in Float
Use this flowSend Template Message via Conversion Chats when New Person created in Float
Use this flowCreate Contacts in Conversion Chats when New Person created in Float
Use this flowUpdate Contacts in Conversion Chats when New Person created in Float
Use this flowCreate Contacts in Conversion Chats when New Phase in Float
Use this flowSend Template Message via Conversion Chats when New Project Created in Float
Use this flowSend Template Message via Conversion Chats when Project Task Created in Float
Use this flowUpdate Contacts in Conversion Chats when Project Task Created in Float
Use this flowSend Template Message via Conversion Chats when Project Task Updated in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Conversion Chats and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Surgical fix: add Float API headers and correct milestone endpoint URLs in perform, sample, and transfer blocks.
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.
Project Task Created
Triggers when a new project task is created.
Project Task Updated
Triggers when a project task is modified.
Do thisActions
Action is the task that follows automatically within your Conversion Chats integrations.
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Learn moreSimilar apps
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Conversion Chats and Float accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Conversion Chats and Float as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Float. No coding required.
Yes. You can set up a workflow where Conversion Chats triggers actions in Float, and a separate workflow where Float triggers actions in Conversion Chats. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Conversion Chats and Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Conversion Chats and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
