
When this happens...
New Document

Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
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When this happensTriggers
A trigger is an event that starts a workflow.
Lists Google Docs created within the specified recent time window (default 15 minutes).
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.
Action is the task that follows automatically within your Google Docs integrations.
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Retrieve the document's title and plain-text content from Google Docs using its document ID.
creates a new client.
Retrieves the list of all clients

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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 Google Docs and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Float (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and Float 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 Google Docs and Float. 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.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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