Connect Float and MyDocSafe
Integrate Float with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Client in Float when Document is Signed in Mydocsafe
List All Clients from Float when Document is Signed in Mydocsafe
List All Department from Float when Document is Signed in Mydocsafe
List All Milestones from Float when Document is Signed in Mydocsafe
List All Person from Float when Document is Signed in Mydocsafe
Popular Float + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create or Update Client in Float when Document is Signed in Mydocsafe
Use this flowList All Clients from Float when Document is Signed in Mydocsafe
Use this flowList All Department from Float when Document is Signed in Mydocsafe
Use this flowList All Milestones from Float when Document is Signed in Mydocsafe
Use this flowList All Person from Float when Document is Signed in Mydocsafe
Use this flowList all Phases from Float when Document is Signed in Mydocsafe
Use this flowList All Project Task from Float when Document is Signed in Mydocsafe
Use this flowList All Project from Float when Document is Signed in Mydocsafe
Use this flowCreate Time Entry in Float when Document is Signed in Mydocsafe
Use this flowCreate or Upadate Department in Float when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between Float and MyDocSafe.
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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Float and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where Float triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Float and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
