Float integration

Resource planning and scheduling for agencies: manage people, projects and clients, schedule allocations, book time off and log hours in Float.

Productivity2 triggers · 17 actions

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When “New Project” happens in Float, check the details with AI, then “List People” and tell my team in Slack.

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Triggers

Start a workflow when this happens

WHEN
New Project
Triggers when a new project is created in Float. You can limit it to one client.
WHEN
New Allocation
Triggers when someone is scheduled on a project in Float (a new allocation is created). You can limit it to one project or one person.

Actions

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DO
List People
Lists the people on your Float team, with their role, department, type and dates. You can show only active or archived people, or look someone up by email.
DO
Get Person
Gets the details of one person in Float: name, email, role, department, type, availability and dates.
DO
Create Person
Adds a person to your Float team so you can schedule them. Active people may count toward the seats of your Float plan; use the "Placeholder" type for roles you haven't hired yet.
DO
List Projects
Lists your Float projects with their client, status, budget and dates. You can filter by client and project status, and show active or archived projects.
DO
Get Project
Gets the details of one Float project: client, status, budget, dates, tags and notes.
DO
Create Project
Creates a project in Float, optionally linked to a client, with its status, budget, color, dates and tags.
DO
Create Allocation
Schedules a person on a project in Float between two dates for a number of hours per day.
DO
List Allocations
Lists the Float allocations (scheduled work) between two dates, optionally for one project or one person.
DO
Update Allocation
Changes an existing Float allocation: dates, hours per day, person, project, task name, status or notes. Only the fields you fill in are changed.
DO
Delete Allocation
Permanently deletes an allocation from the Float schedule. This can't be undone.
DO
List Time Off
Lists the time off (vacation, sick leave and other leave) booked in Float between two dates, optionally for one person or one time off type.
DO
Create Time Off
Books time off in Float (vacation, sick leave…) for one or more people between two dates, as full days or a number of hours per day.
DO
List Logged Time
Lists the hours logged in Float between two dates, optionally for one person or one project. Requires Time Tracking to be enabled in Float.
DO
Log Time
Logs hours worked by a person on a project for one day in Float. Requires Time Tracking to be enabled in Float.
DO
List Clients
Lists the clients in your Float account.
DO
Create Client
Creates a client in Float so you can link projects to it.
DO
Custom Float API Request
Makes a request to any endpoint of the Float API v3 with your connection. DELETE requests permanently remove data in Float.