
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!
Create Task
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
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 Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how Float data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between Float and Flowlu 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 Flowlu. 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 MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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