When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a subscription occurs to a specific form
Triggers when a new purchase is added to your account.
Triggers when a specific tag is added to a subscriber
Triggers when a subscriber unsubscribes from your email.
Triggers when a specific tag is removed from a subscriber
Triggers when a new milestone is created.
Action is the task that follows automatically within your ConvertKit or Kit integrations.
Find a existing Subscriber via email.
Subscribe someone to a specific form.
Add a subscriber to a specific sequence.
Remove a specific tag from a subscriber.
Adds a purchase to a subscriber an existing purchase.
Add tag to a specific subscriber.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ConvertKit or Kit and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in Float (or vice versa).
Absolutely. You can customize how ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit 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.
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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