Connect Float and myphoner 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!
Create Lead
Mark Lead as Winner
Mark Lead as Lost
Schedule Callback
Find or Create Lead
Ready to use Float and myphoner automations
Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your Float and myphoner accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in myphoner (or vice versa).
Absolutely. You can customize how Float data is recorded in myphoner. This includes choosing which data fields go into which fields of myphoner, setting up custom formats, and filtering out unwanted information.
The data sync between Float and myphoner 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 myphoner. 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 myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn More
