Integrate Float with Gist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
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
Gist
Automatically do this!
test
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to Campaign
Unsubscribe From a Campaign
Find a Contact
test when New Milestone in Float
Use this flowAdd Tag to an Existing Contact in Gist when New Milestone in Float
Use this flowRemove Tag From Existing Contact in Gist when New Milestone in Float
Use this flowSubscribe to Campaign in Gist when New Milestone in Float
Use this flowUnsubscribe From a Campaign in Gist when New Milestone in Float
Use this flowFind a Contact in Gist when New Milestone in Float
Use this flowtest when New Person created in Float
Use this flowAdd Tag to an Existing Contact in Gist when New Person created in Float
Use this flowRemove Tag From Existing Contact in Gist when New Person created in Float
Use this flowSubscribe to Campaign in Gist when New Person created in Float
Use this flowEverything you can automate between Float and Gist.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreGist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
Learn moreSign up for a free viaSocket account, then authorize both your Float and Gist 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 Gist 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 Gist. No coding required.
Yes. You can set up a workflow where Float triggers actions in Gist, and a separate workflow where Gist 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 Gist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Float and Gist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.