Connect Docamatic and Float
Integrate Docamatic with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Milestone in Float
Password Protect PDF in Docamatic when New Milestone in Float
Convert URL or HTML to PDF using Docamatic when New Milestone in Float
Write to an existing PDF in Docamatic when New Milestone in Float
Generate a PDF from a predefined template in Docamatic when New Milestone in Float
Popular Docamatic + Float flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
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
Convert URL or HTML to Image using Docamatic when New Milestone in Float
Use this flowPassword Protect PDF in Docamatic when New Milestone in Float
Use this flowConvert URL or HTML to PDF using Docamatic when New Milestone in Float
Use this flowWrite to an existing PDF in Docamatic when New Milestone in Float
Use this flowGenerate a PDF from a predefined template in Docamatic when New Milestone in Float
Use this flowConvert URL or HTML to Image using Docamatic when New Person created in Float
Use this flowPassword Protect PDF in Docamatic when New Person created in Float
Use this flowConvert URL or HTML to PDF using Docamatic when New Person created in Float
Use this flowWrite to an existing PDF in Docamatic when New Person created in Float
Use this flowGenerate a PDF from a predefined template in Docamatic when New Person created in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
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 Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Create or Update Client
Create New client or Update existing client
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 Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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 Docamatic 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 Docamatic 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 Docamatic triggers actions in Float, and a separate workflow where Float triggers actions in Docamatic. 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 Docamatic and Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic 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.
