Connect Float and DocuSeal
Integrate Float with DocuSeal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Float + DocuSeal flows
Start from a real workflow other teams are already running.
Choose a trigger
Float
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
Choose an action
DocuSeal
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Create Template from HTML in DocuSeal when New Milestone in Float
Use this flowClone Template in Docuseal when New Milestone in Float
Use this flowArchive Template in Docuseal when New Milestone in Float
Use this flowUpdate Template in Docuseal when New Milestone in Float
Use this flowCreate a submission in Docuseal when New Milestone in Float
Use this flowList all submitters in Docuseal when New Milestone in Float
Use this flowFind Submitter by Email in DocuSeal when New Milestone in Float
Use this flowCreate a submission from HTML in Docuseal when New Milestone in Float
Use this flowCreate Template from HTML in DocuSeal when New Person created in Float
Use this flowClone Template in Docuseal when New Person created in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Float and DocuSeal.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Triggers when a new milestone is created.
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 Float integrations.
Create or Update Client
Create New client or Update existing 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.
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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
About DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Float and DocuSeal 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 Float and DocuSeal 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 DocuSeal. No coding required.
Yes. You can set up a workflow where Float triggers actions in DocuSeal, and a separate workflow where DocuSeal triggers actions in Float. 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 Float and DocuSeal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Float and DocuSeal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
