Connect Float and playbook to Build Intelligent Automations

Choose a Trigger

Float

When this happens...

Choose an Action

playbook

Automatically do this!

Enable Integrations or automations with these events of Float and playbook

Enable Integrations or automations with these events of Float and playbook

Triggers

New Milestone

New Milestone

Triggers when a new milestone is created.

New Person

New Person

Triggers when a new milestone is person.

New Phase

New Phase

Triggers when a new phase is created.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Triggers when a new project task is created.

Updated Project Task

Updated Project Task

Triggers when a project task is modified.

Actions

Create Client

Create Client

creates a new client.

List All Clients

List All Clients

Retrieves the list of all clients

List All Department

List All Department

Retrieves the list of all department.

List All Milestones

List All Milestones

Retrieves the list of all milestone.

List All Person

List All Person

List of all person

List all Phases

List all Phases

Get all Phases.

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Frequently Asked Questions

How do I start an integration between Float and playbook?

To start, connect both your Float and playbook accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in playbook (or vice versa).

Can we customize how data from Float is recorded in playbook?

Absolutely. You can customize how Float data is recorded in playbook. This includes choosing which data fields go into which fields of playbook, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Float and playbook?

The data sync between Float and playbook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Float to playbook?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Float and playbook?

Yes, you can set conditional logic to control the flow of data between Float and playbook. 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

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

Learn More
playbook

About playbook

Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.

Learn More