Connect Float and Saleshandy
Integrate Float with Saleshandy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Milestone in Float
Assign Prospect Tag in Saleshandy when New Milestone in Float
Mark Prospect Status in Saleshandy when New Milestone in Float
Update Prospect Status in Saleshandy when New Milestone in Float
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Person created in Float
Popular Float + Saleshandy 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
Saleshandy
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Milestone in Float
Use this flowAssign Prospect Tag in Saleshandy when New Milestone in Float
Use this flowMark Prospect Status in Saleshandy when New Milestone in Float
Use this flowUpdate Prospect Status in Saleshandy when New Milestone in Float
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Person created in Float
Use this flowAssign Prospect Tag in Saleshandy when New Person created in Float
Use this flowMark Prospect Status in Saleshandy when New Person created in Float
Use this flowUpdate Prospect Status in Saleshandy when New Person created in Float
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Phase in Float
Use this flowAssign Prospect Tag in Saleshandy when New Phase in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Float and Saleshandy.
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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AI will build it for you
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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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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Float and Saleshandy 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 Saleshandy 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 Saleshandy. No coding required.
Yes. You can set up a workflow where Float triggers actions in Saleshandy, and a separate workflow where Saleshandy 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 Saleshandy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Float and Saleshandy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
