
When this happens...
New Milestone
New Person
New Phase
New Project
New Project Task
Updated Project Task
Updated Project
Updated Phase
Updated Person
Updated Milestone

Automatically do this!
Get All Workflow Runs
Start a Workflow Run
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new milestone is created.
Triggers when a new milestone is person.
Triggers when a new phase is created.
Triggers when a new project is created.
Triggers when a new project task is created.
Triggers when a project task is modified.
Action is the task that follows automatically within your Float integrations.
creates a new client.
Retrieves the list of all clients
Retrieves the list of all department.
Retrieves the list of all milestone.
List of all person
Get all Phases.

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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 Float and Copy.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Copy.ai (or vice versa).
Absolutely. You can customize how Float data is recorded in Copy.ai. This includes choosing which data fields go into which fields of Copy.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Float and Copy.ai 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 Float and Copy.ai. 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 is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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