Connect Trengo and Float to Build Intelligent Automations

Choose a Trigger

Trengo

When this happens...

Choose an Action

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 Trengo integrations.

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

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Frequently Asked Questions

How do I start an integration between Trengo and Float?

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

Can we customize how data from Trengo is recorded in Float?

Absolutely. You can customize how Trengo 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 Trengo and Float?

The data sync between Trengo 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 Trengo 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 Trengo and Float?

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