
When this happens...
New Company
New Contact

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.
Trigger when new company is add in your account.
Triggers when a new contact is created.
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.
Action is the task that follows automatically within your Productlane integrations.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.

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To start, connect both your Productlane and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Float (or vice versa).
Absolutely. You can customize how Productlane 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 Productlane 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 Productlane 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.
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
Learn MoreFloat is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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