Connect OnePage CRM and Float
Integrate OnePage CRM with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular OnePage CRM + Float flows
Start from a real workflow other teams are already running.
Choose a trigger
OnePage CRM
When this happens...
- Request a new Trigger for OnePage CRM
Choose an action
Float
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Create Contact hold in OnePage CRM when New Milestone in Float
Use this flowCreate Call in Onepagecrm when New Milestone in Float
Use this flowCreate Deal in Onepagecrm when New Milestone in Float
Use this flowCreate Note in Onepagecrm when New Milestone in Float
Use this flowCreate Action in Onepagecrm when New Milestone in Float
Use this flowUpdate Deal in Onepagecrm when New Milestone in Float
Use this flowFind Contact in Onepagecrm when New Milestone in Float
Use this flowFind Deal in Onepagecrm when New Milestone in Float
Use this flowFind User in Onepagecrm when New Milestone in Float
Use this flowCreate Contact hold in OnePage CRM when New Person created in Float
Use this flowSupported Triggers & Actions
Everything you can automate between OnePage CRM and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Surgical fix: add Float API headers and correct milestone endpoint URLs in perform, sample, and transfer blocks.
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 OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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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From idea to automation.
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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more
About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OnePage CRM and Float 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 OnePage CRM and Float 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 Float. No coding required.
Yes. You can set up a workflow where OnePage CRM triggers actions in Float, and a separate workflow where Float triggers actions in OnePage CRM. 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 OnePage CRM and Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OnePage CRM and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
