Connect Pipl.ai and Float to Build Intelligent Automations

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Pipl.ai

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Float

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Milestone

New Milestone

Triggers when a new milestone is created.

New Person

New Person

Triggers when a new milestone is person.

New Phase

New Phase

Triggers when a new phase is created.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Triggers when a new project task is created.

Updated Project Task

Updated Project Task

Triggers when a project task is modified.

Do thisActions

Action is the task that follows automatically within your Pipl.ai integrations.

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Float?

To start, connect both your Pipl.ai and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Float (or vice versa).

Can we customize how data from Pipl.ai is recorded in Float?

Absolutely. You can customize how Pipl.ai 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.

How often does the data sync between Pipl.ai and Float?

The data sync between Pipl.ai and Float typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipl.ai to Float?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipl.ai and Float?

Yes, you can set conditional logic to control the flow of data between Pipl.ai 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.

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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Float

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

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