Connect Float and Conversion to Build Intelligent Automations

Choose a Trigger

Float

When this happens...

Choose an Action

Conversion

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Ready to use Float and Conversion automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Milestone

New Milestone

Triggers when a new milestone is created.

New Person created

New Person created

Runs when new person is created.

New Phase

New Phase

Triggers when a new phase is created.

New Project Created

New Project Created

Triggers when a new project is created.

Project Task Created

Project Task Created

Triggers when a new project task is created.

Project Task Updated

Project Task Updated

Triggers when a project task is modified.

Do thisActions

Action is the task that follows automatically within your Float integrations.

Create or Update Client

Create or Update Client

Create New client or Update existing client

List All Clients

List All Clients

Retrieves the list of all clients

List All Department

List All Department

Retrieves the list of all department.

List All Milestones

List All Milestones

Retrieves the list of all milestone.

List All Person

List All Person

List of all person

List all Phases

List all Phases

Get all Phases.

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Frequently Asked Questions

How do I start an integration between Float and Conversion?

To start, connect both your Float and Conversion accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Conversion (or vice versa).

Can we customize how data from Float is recorded in Conversion?

Absolutely. You can customize how Float data is recorded in Conversion. This includes choosing which data fields go into which fields of Conversion, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Float and Conversion?

The data sync between Float and Conversion typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Float to Conversion?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Float and Conversion?

Yes, you can set conditional logic to control the flow of data between Float and Conversion. 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.

Float

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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Conversion

About Conversion

Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.

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