Connect Entera CRM and Float
Integrate Entera CRM with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Entera CRM + Float flows
Start from a real workflow other teams are already running.
Choose a trigger
Entera CRM
When this happens...
- Request a new Trigger for Entera CRM
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
Add New Contact to Entera CRM when New Milestone in Float
Use this flowCreate Organization in Entera-crm when New Milestone in Float
Use this flowCreate Lead in Entera-crm when New Milestone in Float
Use this flowCreate Deal in Entera-crm when New Milestone in Float
Use this flowAdd New Contact to Entera CRM when New Person created in Float
Use this flowCreate Organization in Entera-crm when New Person created in Float
Use this flowCreate Lead in Entera-crm when New Person created in Float
Use this flowCreate Deal in Entera-crm when New Person created in Float
Use this flowAdd New Contact to Entera CRM when New Phase in Float
Use this flowCreate Organization in Entera-crm when New Phase in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Entera CRM 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 Entera CRM integrations.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
Create or Update Client
Create New client or Update existing client
List All Clients
Retrieves the list of all clients
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 Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
Learn moreSimilar apps
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Entera CRM 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 Entera CRM 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 Entera CRM triggers actions in Float, and a separate workflow where Float triggers actions in Entera CRM. 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 Entera CRM and Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Entera CRM 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.
