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

Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new milestone is created.
Runs when new person is created.
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.
Create New client or Update existing 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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To start, connect both your Float and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Float data is recorded in Decision Vault. This includes choosing which data fields go into which fields of Decision Vault, setting up custom formats, and filtering out unwanted information.
The data sync between Float and Decision Vault 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 Decision Vault. 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.
Learn MoreDecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
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