Connect Float and docupilot to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
- Request a new Action for docupilot
Enable Integrations or automations with these events of Float and docupilot
Enable Integrations or automations with these events of Float and docupilot
Triggers
New Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
New Project
Triggers when a new project is created.
New Project Task
Triggers when a new project task is created.
Updated Project Task
Triggers when a project task is modified.
Actions
Create Client
creates a new client.
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
List All Milestones
Retrieves the list of all milestone.
List All Person
List of all person
List all Phases
Get all Phases.
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Float and docupilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in docupilot (or vice versa).
Absolutely. You can customize how Float data is recorded in docupilot. This includes choosing which data fields go into which fields of docupilot, setting up custom formats, and filtering out unwanted information.
The data sync between Float and docupilot 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 docupilot. 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.
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn MoreAbout docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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