Connect Float and Flexie CRM to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Flexie CRM
Enable Integrations or automations with these events of Float and Flexie CRM
Enable Integrations or automations with these events of Float and Flexie CRM
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Float and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Float data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Float and Flexie CRM 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 Flexie CRM. 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 Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
Learn More
