
When this happens...
New Milestone
New Person
New Phase
New Project
New Project Task
Updated Project Task
Updated Project
Updated Phase
Updated Person
Updated Milestone

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new milestone is created.
Triggers when a new milestone is person.
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.
creates a new 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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Float and Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Float triggers actions in Reply (or vice versa).
Absolutely. You can customize how Float data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Float and Reply 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 Reply. 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 MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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