
When this happens...

Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new milestone is created.
Triggers when a new milestone is person.
Triggers when a new phase is created.
Triggers when a new project is created.
Triggers when a new project task is created.
Triggers when a project task is modified.
Action is the task that follows automatically within your Zoho Marketing Automation integrations.
Creates a new lead tag.
Creates a new campaign.
Creates a new Topic.
Add leads in a existing l.ist
Add a new list and leads.
Assign a tag to a lead.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Marketing Automation and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Marketing Automation triggers actions in Float (or vice versa).
Absolutely. You can customize how Zoho Marketing Automation 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 Zoho Marketing Automation 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 Zoho Marketing Automation 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.
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
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