
When this happens...
User Joins or Leaves a Room

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a user joins or leaves a room in Pencil Spaces.
Triggers when a new milestone is created.
Runs when new person is created.
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 Pencil Spaces integrations.
Creates a new collaborative space and invites the listed hosts and participants.
Sends an email inviting a user to join the institution.
Create New client or Update existing client
Retrieves the list of all clients
Retrieves the list of all department.
Retrieves the list of all milestone.

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To start, connect both your Pencil Spaces and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Pencil Spaces triggers actions in Float (or vice versa).
Absolutely. You can customize how Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces 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.
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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